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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 | $39,166 | $196,972-80.1% | $182,262-78.5% | $198,609-80.3% |
| Participation rate | 61.1% | 85.7%-24.6pp | 84.2%-23.1pp | 82.4%-21.3pp |
| Annual return | 19.86% | 158.27%-138.4pp | 140.60%-120.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $1,682 | $5,364-68.6% | $5,046-66.7% | $5,055-66.7% |
| Participant deferral / active EE | $2,720 | $8,643-68.5% | $8,276-67.1% | $6,977-61.0% |
| Admin fee / account holder | $365 | $18,429-98.0% | $16,712-97.8% | $19,030-98.1% |