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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 | $29,081 | $183,516-84.2% | $155,534-81.3% | $145,884-80.1% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 16.38% | 61.43%-45.0pp | 64.92%-48.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $1,086 | $5,315-79.6% | $4,675-76.8% | $4,662-76.7% |
| Participant deferral / active EE | $1,550 | $6,467-76.0% | $5,630-72.5% | $6,690-76.8% |
| Admin fee / account holder | $3,221 | $19,293-83.3% | $15,900-79.7% | $13,392-75.9% |