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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 | $34,674 | $226,090-84.7% | $182,531-81.0% | $152,885-77.3% |
| Participation rate | 46.2% | 82.5%-36.3pp | 78.0%-31.8pp | 82.5%-36.3pp |
| Annual return | 23.37% | 192.57%-169.2pp | 148.57%-125.2pp | 345.39%-322.0pp |
| Employer contribution / active EE | $792 | $4,978-84.1% | $4,075-80.6% | $4,763-83.4% |
| Participant deferral / active EE | $919 | $6,369-85.6% | $5,525-83.4% | $5,851-84.3% |
| Admin fee / account holder | $3,480 | $10,705-67.5% | $8,593-59.5% | $11,598-70.0% |