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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 | $41,205 | $157,276-73.8% | $141,177-70.8% | $152,885-73.0% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 22.08% | 64.33%-42.3pp | 71.40%-49.3pp | 345.39%-323.3pp |
| Employer contribution / active EE | $1,526 | $5,262-71.0% | $4,736-67.8% | $4,763-68.0% |
| Participant deferral / active EE | $2,096 | $7,110-70.5% | $6,710-68.8% | $5,851-64.2% |
| Admin fee / account holder | $528 | $12,123-95.6% | $10,263-94.9% | $11,598-95.4% |