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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 | $35,743 | $183,988-80.6% | $162,177-78.0% | $152,897-76.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 21.17% | 150.79%-129.6pp | 115.60%-94.4pp | 345.43%-324.3pp |
| Employer contribution / active EE | $1,724 | $6,370-72.9% | $5,613-69.3% | $4,764-63.8% |
| Participant deferral / active EE | $2,474 | $8,032-69.2% | $7,297-66.1% | $5,851-57.7% |
| Admin fee / account holder | $941 | $13,123-92.8% | $10,843-91.3% | $11,599-91.9% |