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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 | $80,754 | $148,623-45.7% | $135,974-40.6% | $139,466-42.1% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 25.13% | 79.30%-54.2pp | 68.30%-43.2pp | 373.66%-348.5pp |
| Employer contribution / active EE | $1,247 | $5,246-76.2% | $4,859-74.3% | $4,754-73.8% |
| Participant deferral / active EE | $1,452 | $8,103-82.1% | $7,760-81.3% | $6,712-78.4% |
| Admin fee / account holder | $508 | $12,406-95.9% | $10,767-95.3% | $11,409-95.5% |