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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 | $43,959 | $217,432-79.8% | $185,851-76.3% | $167,553-73.8% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 14.28% | 148.43%-134.2pp | 122.11%-107.8pp | 478.89%-464.6pp |
| Employer contribution / active EE | $1,420 | $5,874-75.8% | $5,168-72.5% | $4,840-70.7% |
| Participant deferral / active EE | $2,052 | $6,357-67.7% | $5,569-63.1% | $6,343-67.6% |
| Admin fee / account holder | $516 | $19,820-97.4% | $16,245-96.8% | $12,316-95.8% |