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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 | $36,832 | $160,040-77.0% | $147,096-75.0% | $145,877-74.8% |
| Participation rate | 30.8% | 84.0%-53.3pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 10.35% | 98.49%-88.1pp | 419.75%-409.4pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,438 | $5,289-72.8% | $4,936-70.9% | $4,663-69.2% |
| Participant deferral / active EE | $2,478 | $8,429-70.6% | $8,071-69.3% | $6,691-63.0% |
| Admin fee / account holder | $2,311 | $15,050-84.6% | $13,005-82.2% | $13,402-82.8% |