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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 | $39,119 | $134,817-71.0% | $123,973-68.4% | $155,188-74.8% |
| Participation rate | 39.1% | 79.4%-40.3pp | 76.7%-37.5pp | 80.8%-41.7pp |
| Annual return | 18.29% | 515.49%-497.2pp | 388.13%-369.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,250 | $4,425-71.8% | $4,126-69.7% | $4,248-70.6% |
| Participant deferral / active EE | $1,367 | $5,706-76.0% | $5,247-73.9% | $6,531-79.1% |
| Admin fee / account holder | $914 | $13,245-93.1% | $11,799-92.3% | $14,480-93.7% |