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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 | $33,017 | $160,040-79.4% | $147,096-77.6% | $145,877-77.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 10.10% | 98.49%-88.4pp | 419.75%-409.6pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,429 | $5,289-73.0% | $4,936-71.0% | $4,663-69.4% |
| Participant deferral / active EE | $1,685 | $8,429-80.0% | $8,071-79.1% | $6,691-74.8% |
| Admin fee / account holder | $4,204 | $15,050-72.1% | $13,005-67.7% | $13,402-68.6% |