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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 | $36,665 | $148,582-75.3% | $135,942-73.0% | $139,456-73.7% |
| Participation rate | 43.5% | 83.9%-40.4pp | 81.9%-38.4pp | 80.3%-36.8pp |
| Annual return | 21.39% | 79.26%-57.9pp | 68.28%-46.9pp | 373.45%-352.1pp |
| Employer contribution / active EE | $1,138 | $5,245-78.3% | $4,858-76.6% | $4,753-76.1% |
| Participant deferral / active EE | $1,793 | $8,101-77.9% | $7,759-76.9% | $6,711-73.3% |
| Admin fee / account holder | $424 | $12,402-96.6% | $10,764-96.1% | $11,407-96.3% |