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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 | $25,218 | $162,136-84.4% | $152,301-83.4% | $154,746-83.7% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 43.08% | 91.02%-47.9pp | 80.50%-37.4pp | 172.34%-129.3pp |
| Employer contribution / active EE | $2,273 | $4,890-53.5% | $4,624-50.9% | $4,379-48.1% |
| Participant deferral / active EE | $2,577 | $8,341-69.1% | $8,004-67.8% | $6,730-61.7% |
| Admin fee / account holder | $1,217 | $15,759-92.3% | $14,398-91.5% | $14,365-91.5% |