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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 | $37,704 | $160,040-76.4% | $147,096-74.4% | $145,877-74.2% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 11.91% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,230 | $5,289-76.8% | $4,936-75.1% | $4,663-73.6% |
| Participant deferral / active EE | $1,911 | $8,429-77.3% | $8,071-76.3% | $6,691-71.4% |
| Admin fee / account holder | $3,273 | $15,050-78.3% | $13,005-74.8% | $13,402-75.6% |