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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 | $65,198 | $160,040-59.3% | $147,096-55.7% | $145,877-55.3% |
| Participation rate | 35.3% | 84.0%-48.7pp | 82.2%-46.9pp | 80.3%-45.0pp |
| Annual return | 12.77% | 98.49%-85.7pp | 419.75%-407.0pp | 551.28%-538.5pp |
| Employer contribution / active EE | $1,348 | $5,289-74.5% | $4,936-72.7% | $4,663-71.1% |
| Participant deferral / active EE | $1,654 | $8,429-80.4% | $8,071-79.5% | $6,691-75.3% |
| Admin fee / account holder | $689 | $15,050-95.4% | $13,005-94.7% | $13,402-94.9% |