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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 | $42,038 | $156,398-73.1% | $147,318-71.5% | $138,895-69.7% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 79.9%-51.3pp |
| Annual return | 16.38% | 78.75%-62.4pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,390 | $4,853-71.4% | $4,593-69.7% | $4,194-66.9% |
| Participant deferral / active EE | $2,214 | $8,237-73.1% | $7,906-72.0% | $6,396-65.4% |
| Admin fee / account holder | $6,256 | $14,976-58.2% | $13,708-54.4% | $12,562-50.2% |