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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 | $39,977 | $148,623-73.1% | $135,974-70.6% | $139,466-71.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 18.22% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $6,060 | $5,246+15.5% | $4,859+24.7% | $4,754+27.5% |
| Participant deferral / active EE | $1,372 | $8,103-83.1% | $7,760-82.3% | $6,712-79.6% |
| Admin fee / account holder | $2,086 | $12,406-83.2% | $10,767-80.6% | $11,409-81.7% |