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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 | $24,232 | $157,304-84.6% | $141,197-82.8% | $152,909-84.2% |
| Participation rate | 39.1% | 84.8%-45.7pp | 82.5%-43.3pp | 82.5%-43.3pp |
| Annual return | 29.19% | 64.34%-35.2pp | 71.41%-42.2pp | 345.46%-316.3pp |
| Employer contribution / active EE | $1,235 | $5,263-76.5% | $4,736-73.9% | $4,764-74.1% |
| Participant deferral / active EE | $1,913 | $7,111-73.1% | $6,710-71.5% | $5,851-67.3% |
| Admin fee / account holder | $764 | $12,126-93.7% | $10,265-92.6% | $11,601-93.4% |