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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 | $45,974 | $160,028-71.3% | $147,080-68.7% | $145,884-68.5% |
| Participation rate | 47.4% | 84.0%-36.7pp | 82.2%-34.8pp | 80.3%-32.9pp |
| Annual return | 11.92% | 98.60%-86.7pp | 420.17%-408.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,193 | $5,286-77.4% | $4,933-75.8% | $4,662-74.4% |
| Participant deferral / active EE | $2,166 | $8,422-74.3% | $8,066-73.1% | $6,690-67.6% |
| Admin fee / account holder | $331 | $15,030-97.8% | $12,989-97.5% | $13,392-97.5% |