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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 | $148,623-75.3% | $135,974-73.0% | $139,466-73.7% |
| Participation rate | 43.5% | 83.9%-40.4pp | 81.9%-38.4pp | 80.3%-36.9pp |
| Annual return | 21.39% | 79.30%-57.9pp | 68.30%-46.9pp | 373.66%-352.3pp |
| Employer contribution / active EE | $1,138 | $5,246-78.3% | $4,859-76.6% | $4,754-76.1% |
| Participant deferral / active EE | $1,793 | $8,103-77.9% | $7,760-76.9% | $6,712-73.3% |
| Admin fee / account holder | $424 | $12,406-96.6% | $10,767-96.1% | $11,409-96.3% |