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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 | $29,872 | $148,623-79.9% | $135,974-78.0% | $139,466-78.6% |
| Participation rate | 43.8% | 83.9%-40.1pp | 81.9%-38.2pp | 80.3%-36.6pp |
| Annual return | 20.16% | 79.30%-59.1pp | 68.30%-48.1pp | 373.66%-353.5pp |
| Employer contribution / active EE | $1,233 | $5,246-76.5% | $4,859-74.6% | $4,754-74.1% |
| Participant deferral / active EE | $1,773 | $8,103-78.1% | $7,760-77.2% | $6,712-73.6% |
| Admin fee / account holder | $605 | $12,406-95.1% | $10,767-94.4% | $11,409-94.7% |