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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 | $148,582-87.9% | $135,942-86.7% | $139,456-87.1% |
| Participation rate | 38.5% | 83.9%-45.4pp | 81.9%-43.5pp | 80.3%-41.9pp |
| Annual return | 18.54% | 79.26%-60.7pp | 68.28%-49.7pp | 373.45%-354.9pp |
| Employer contribution / active EE | $1,384 | $5,245-73.6% | $4,858-71.5% | $4,753-70.9% |
| Participant deferral / active EE | $1,671 | $8,101-79.4% | $7,759-78.5% | $6,711-75.1% |
| Admin fee / account holder | $4,390 | $12,402-64.6% | $10,764-59.2% | $11,407-61.5% |