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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 | $33,844 | $196,972-82.8% | $182,262-81.4% | $198,609-83.0% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 14.33% | 158.27%-143.9pp | 140.60%-126.3pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,817 | $5,364-66.1% | $5,046-64.0% | $5,055-64.1% |
| Participant deferral / active EE | $3,678 | $8,643-57.4% | $8,276-55.6% | $6,977-47.3% |
| Admin fee / account holder | $3,033 | $18,429-83.5% | $16,712-81.9% | $19,030-84.1% |