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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 | $39,897 | $183,627-78.3% | $155,602-74.4% | $145,978-72.7% |
| Participation rate | 56.5% | 82.7%-26.2pp | 78.2%-21.7pp | 80.3%-23.8pp |
| Annual return | 13.46% | 61.32%-47.9pp | 64.81%-51.3pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,373 | $5,316-74.2% | $4,675-70.6% | $4,662-70.5% |
| Participant deferral / active EE | $1,366 | $6,466-78.9% | $5,629-75.7% | $6,690-79.6% |
| Admin fee / account holder | $591 | $19,327-96.9% | $15,923-96.3% | $13,400-95.6% |