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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,878 | $226,105-66.9% | $182,540-59.0% | $152,897-51.0% |
| Participation rate | 45.0% | 82.5%-37.5pp | 78.0%-33.0pp | 82.5%-37.5pp |
| Annual return | 24.45% | 192.58%-168.1pp | 148.58%-124.1pp | 345.43%-321.0pp |
| Employer contribution / active EE | $683 | $4,978-86.3% | $4,076-83.2% | $4,764-85.7% |
| Participant deferral / active EE | $871 | $6,370-86.3% | $5,525-84.2% | $5,851-85.1% |
| Admin fee / account holder | $2,446 | $10,706-77.2% | $8,593-71.5% | $11,599-78.9% |