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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 | $85,435 | $198,457-57.0% | $170,435-49.9% | $147,586-42.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 17.12% | 257.30%-240.2pp | 205.94%-188.8pp | 578.59%-561.5pp |
| Employer contribution / active EE | $1,405 | $6,183-77.3% | $5,432-74.1% | $4,876-71.2% |
| Participant deferral / active EE | $1,429 | $5,629-74.6% | $4,939-71.1% | $5,439-73.7% |
| Admin fee / account holder | $585 | $16,852-96.5% | $13,881-95.8% | $10,886-94.6% |