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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 | $30,098 | $176,077-82.9% | $159,455-81.1% | $167,518-82.0% |
| Participation rate | 47.6% | 84.9%-37.3pp | 82.8%-35.2pp | 82.1%-34.5pp |
| Annual return | 13.82% | 331.83%-318.0pp | 263.63%-249.8pp | 478.71%-464.9pp |
| Employer contribution / active EE | $1,165 | $5,298-78.0% | $4,830-75.9% | $4,838-75.9% |
| Participant deferral / active EE | $1,486 | $7,751-80.8% | $7,353-79.8% | $6,342-76.6% |
| Admin fee / account holder | $1,436 | $12,556-88.6% | $10,800-86.7% | $12,312-88.3% |