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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 | $63,729 | $160,028-60.2% | $147,080-56.7% | $145,884-56.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 13.04% | 98.60%-85.6pp | 420.17%-407.1pp | 551.85%-538.8pp |
| Employer contribution / active EE | $1,727 | $5,286-67.3% | $4,933-65.0% | $4,662-63.0% |
| Participant deferral / active EE | $2,408 | $8,422-71.4% | $8,066-70.2% | $6,690-64.0% |
| Admin fee / account holder | $7,026 | $15,030-53.3% | $12,989-45.9% | $13,392-47.5% |