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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 | $33,725 | $160,028-78.9% | $147,080-77.1% | $145,884-76.9% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 9.84% | 98.60%-88.8pp | 420.17%-410.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,256 | $5,286-76.2% | $4,933-74.5% | $4,662-73.1% |
| Participant deferral / active EE | $2,026 | $8,422-75.9% | $8,066-74.9% | $6,690-69.7% |
| Admin fee / account holder | $483 | $15,030-96.8% | $12,989-96.3% | $13,392-96.4% |