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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 | $36,908 | $165,399-77.7% | $149,745-75.4% | $158,982-76.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 12.86% | 348.34%-335.5pp | 276.72%-263.9pp | 302.99%-290.1pp |
| Employer contribution / active EE | $1,055 | $5,105-79.3% | $4,646-77.3% | $4,763-77.9% |
| Participant deferral / active EE | $1,055 | $7,183-85.3% | $6,843-84.6% | $5,983-82.4% |
| Admin fee / account holder | $8,443 | $10,811-21.9% | $9,312-9.3% | $11,252-25.0% |