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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 | $159,934-79.4% | $147,005-77.5% | $145,959-77.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 10.10% | 98.24%-88.1pp | 418.76%-408.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,429 | $5,287-73.0% | $4,934-71.0% | $4,661-69.3% |
| Participant deferral / active EE | $1,685 | $8,427-80.0% | $8,070-79.1% | $6,689-74.8% |
| Admin fee / account holder | $4,204 | $15,053-72.1% | $13,006-67.7% | $13,398-68.6% |