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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 | $32,531 | $148,629-78.1% | $135,982-76.1% | $139,487-76.7% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 24.52% | 79.33%-54.8pp | 68.32%-43.8pp | 373.84%-349.3pp |
| Employer contribution / active EE | $7,740 | $5,247+47.5% | $4,859+59.3% | $4,755+62.8% |
| Participant deferral / active EE | $1,489 | $8,102-81.6% | $7,760-80.8% | $6,713-77.8% |
| Admin fee / account holder | $1,436 | $12,406-88.4% | $10,767-86.7% | $11,407-87.4% |