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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 | $54,720 | $159,978-65.8% | $147,041-62.8% | $145,978-62.5% |
| Participation rate | 29.2% | 84.0%-54.8pp | 82.2%-53.0pp | 80.3%-51.1pp |
| Annual return | 13.73% | 98.36%-84.6pp | 419.21%-405.5pp | 550.52%-536.8pp |
| Employer contribution / active EE | $1,110 | $5,288-79.0% | $4,935-77.5% | $4,662-76.2% |
| Participant deferral / active EE | $1,452 | $8,429-82.8% | $8,071-82.0% | $6,690-78.3% |
| Admin fee / account holder | $9,867 | $15,053-34.5% | $13,006-24.1% | $13,400-26.4% |