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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 | $19,934 | $148,629-86.6% | $135,982-85.3% | $139,487-85.7% |
| Participation rate | 54.5% | 83.9%-29.3pp | 81.9%-27.4pp | 80.3%-25.8pp |
| Annual return | 18.20% | 79.33%-61.1pp | 68.32%-50.1pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,293 | $5,247-75.3% | $4,859-73.4% | $4,755-72.8% |
| Participant deferral / active EE | $1,890 | $8,102-76.7% | $7,760-75.6% | $6,713-71.8% |
| Admin fee / account holder | $2,619 | $12,406-78.9% | $10,767-75.7% | $11,407-77.0% |