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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 | $39,647 | $176,105-77.5% | $159,474-75.1% | $167,536-76.3% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 16.14% | 331.91%-315.8pp | 263.68%-247.5pp | 478.82%-462.7pp |
| Employer contribution / active EE | $1,145 | $5,299-78.4% | $4,831-76.3% | $4,839-76.3% |
| Participant deferral / active EE | $2,289 | $7,751-70.5% | $7,353-68.9% | $6,342-63.9% |
| Admin fee / account holder | $318 | $12,559-97.5% | $10,802-97.1% | $12,315-97.4% |