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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 | $34,545 | $175,257-80.3% | $149,717-76.9% | $139,456-75.2% |
| Participation rate | 41.7% | 83.4%-41.7pp | 78.8%-37.1pp | 80.3%-38.7pp |
| Annual return | 12.17% | 166.70%-154.5pp | 134.41%-122.2pp | 373.45%-361.3pp |
| Employer contribution / active EE | $1,321 | $5,477-75.9% | $4,820-72.6% | $4,753-72.2% |
| Participant deferral / active EE | $1,456 | $6,521-77.7% | $5,682-74.4% | $6,711-78.3% |
| Admin fee / account holder | $23,019 | $16,156+42.5% | $13,213+74.2% | $11,407+101.8% |