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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 | $43,135 | $183,592-76.5% | $155,574-72.3% | $145,877-70.4% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 18.89% | 61.37%-42.5pp | 64.87%-46.0pp | 551.28%-532.4pp |
| Employer contribution / active EE | $1,074 | $5,317-79.8% | $4,676-77.0% | $4,663-77.0% |
| Participant deferral / active EE | $1,452 | $6,466-77.5% | $5,629-74.2% | $6,691-78.3% |
| Admin fee / account holder | $399 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |