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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 | $18,024 | $148,623-87.9% | $135,974-86.7% | $139,466-87.1% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 18.54% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $1,384 | $5,246-73.6% | $4,859-71.5% | $4,754-70.9% |
| Participant deferral / active EE | $1,671 | $8,103-79.4% | $7,760-78.5% | $6,712-75.1% |
| Admin fee / account holder | $4,390 | $12,406-64.6% | $10,767-59.2% | $11,409-61.5% |