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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 | $42,450 | $160,028-73.5% | $147,080-71.1% | $145,884-70.9% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 10.38% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $1,682 | $5,286-68.2% | $4,933-65.9% | $4,662-63.9% |
| Participant deferral / active EE | $2,408 | $8,422-71.4% | $8,066-70.1% | $6,690-64.0% |
| Admin fee / account holder | $1,144 | $15,030-92.4% | $12,989-91.2% | $13,392-91.5% |