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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 | $41,907 | $160,040-73.8% | $147,096-71.5% | $145,877-71.3% |
| Participation rate | 31.6% | 84.0%-52.4pp | 82.2%-50.6pp | 80.3%-48.7pp |
| Annual return | 25.27% | 98.49%-73.2pp | 419.75%-394.5pp | 551.28%-526.0pp |
| Employer contribution / active EE | $1,318 | $5,289-75.1% | $4,936-73.3% | $4,663-71.7% |
| Participant deferral / active EE | $2,300 | $8,429-72.7% | $8,071-71.5% | $6,691-65.6% |
| Admin fee / account holder | $9,847 | $15,050-34.6% | $13,005-24.3% | $13,402-26.5% |