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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 | $24,354 | $166,242-85.4% | $165,071-85.2% | $145,884-83.3% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.1pp | 80.3%-51.7pp |
| Annual return | 14.85% | 100.44%-85.6pp | 70.17%-55.3pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,262 | $5,283-76.1% | $4,347-71.0% | $4,662-72.9% |
| Participant deferral / active EE | $1,459 | $6,964-79.1% | $6,035-75.8% | $6,690-78.2% |
| Admin fee / account holder | $968 | $16,658-94.2% | $12,695-92.4% | $13,392-92.8% |