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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 | $30,121 | $148,623-79.7% | $135,974-77.8% | $139,466-78.4% |
| Participation rate | 37.5% | 83.9%-46.4pp | 81.9%-44.4pp | 80.3%-42.8pp |
| Annual return | 16.51% | 79.30%-62.8pp | 68.30%-51.8pp | 373.66%-357.2pp |
| Employer contribution / active EE | $1,073 | $5,246-79.5% | $4,859-77.9% | $4,754-77.4% |
| Participant deferral / active EE | $1,177 | $8,103-85.5% | $7,760-84.8% | $6,712-82.5% |
| Admin fee / account holder | $2,507 | $12,406-79.8% | $10,767-76.7% | $11,409-78.0% |