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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 | $40,794 | $118,708-65.6% | $98,920-58.8% | $158,982-74.3% |
| Participation rate | 57.1% | 77.8%-20.7pp | 76.0%-18.9pp | 82.0%-24.8pp |
| Annual return | 20.92% | 372.49%-351.6pp | 196.47%-175.5pp | 302.99%-282.1pp |
| Employer contribution / active EE | $795 | $3,334-76.2% | $2,689-70.4% | $4,763-83.3% |
| Participant deferral / active EE | $1,062 | $5,089-79.1% | $4,245-75.0% | $5,983-82.3% |
| Admin fee / account holder | $532 | $10,134-94.7% | $6,643-92.0% | $11,252-95.3% |