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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 | $176,120-82.9% | $159,487-81.1% | $167,553-82.0% |
| Participation rate | 47.6% | 85.0%-37.3pp | 82.8%-35.2pp | 82.1%-34.5pp |
| Annual return | 13.82% | 331.95%-318.1pp | 263.71%-249.9pp | 478.89%-465.1pp |
| Employer contribution / active EE | $1,165 | $5,299-78.0% | $4,831-75.9% | $4,840-75.9% |
| Participant deferral / active EE | $1,486 | $7,752-80.8% | $7,354-79.8% | $6,343-76.6% |
| Admin fee / account holder | $1,436 | $12,561-88.6% | $10,804-86.7% | $12,316-88.3% |