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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 | $35,083 | $209,425-83.2% | $178,499-80.3% | $158,966-77.9% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 19.52% | 188.80%-169.3pp | 151.10%-131.6pp | 302.95%-283.4pp |
| Employer contribution / active EE | $1,168 | $5,707-79.5% | $5,011-76.7% | $4,762-75.5% |
| Participant deferral / active EE | $1,916 | $5,955-67.8% | $5,202-63.2% | $5,983-68.0% |
| Admin fee / account holder | $1,319 | $17,078-92.3% | $13,986-90.6% | $11,250-88.3% |