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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 | $50,891 | $183,539-72.3% | $155,556-67.3% | $145,897-65.1% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 9.68% | 61.31%-51.6pp | 64.84%-55.2pp | 552.29%-542.6pp |
| Employer contribution / active EE | $1,600 | $5,315-69.9% | $4,675-65.8% | $4,663-65.7% |
| Participant deferral / active EE | $165 | $6,467-97.4% | $5,631-97.1% | $6,689-97.5% |
| Admin fee / account holder | $2,463 | $19,275-87.2% | $15,885-84.5% | $13,390-81.6% |