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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 | $96,447 | $160,040-39.7% | $147,096-34.4% | $145,877-33.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.67% | 98.49%-87.8pp | 419.75%-409.1pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,414 | $5,289-73.3% | $4,936-71.4% | $4,663-69.7% |
| Participant deferral / active EE | $1,638 | $8,429-80.6% | $8,071-79.7% | $6,691-75.5% |
| Admin fee / account holder | $5,423 | $15,050-64.0% | $13,005-58.3% | $13,402-59.5% |