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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 | $21,461 | $148,629-85.6% | $135,982-84.2% | $139,487-84.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 18.11% | 79.33%-61.2pp | 68.32%-50.2pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,121 | $5,247-78.6% | $4,859-76.9% | $4,755-76.4% |
| Participant deferral / active EE | $1,721 | $8,102-78.8% | $7,760-77.8% | $6,713-74.4% |
| Admin fee / account holder | $2,048 | $12,406-83.5% | $10,767-81.0% | $11,407-82.1% |