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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 | $101,818 | $166,268-38.8% | $165,100-38.3% | $145,897-30.2% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.6%-15.0pp | 80.3%-16.7pp |
| Annual return | 11.26% | 100.52%-89.3pp | 70.21%-59.0pp | 552.29%-541.0pp |
| Employer contribution / active EE | $1,536 | $5,284-70.9% | $4,348-64.7% | $4,663-67.1% |
| Participant deferral / active EE | $1,845 | $6,964-73.5% | $6,035-69.4% | $6,689-72.4% |
| Admin fee / account holder | $2,364 | $16,659-85.8% | $12,696-81.4% | $13,390-82.3% |