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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 | $22,254 | $166,242-86.6% | $165,071-86.5% | $145,884-84.7% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.6%-13.6pp | 80.3%-15.3pp |
| Annual return | 12.78% | 100.44%-87.7pp | 70.17%-57.4pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,222 | $5,283-76.9% | $4,347-71.9% | $4,662-73.8% |
| Participant deferral / active EE | $1,900 | $6,964-72.7% | $6,035-68.5% | $6,690-71.6% |
| Admin fee / account holder | $800 | $16,658-95.2% | $12,695-93.7% | $13,392-94.0% |