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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 | $36,777 | $176,105-79.1% | $159,474-76.9% | $167,536-78.0% |
| Participation rate | 36.4% | 85.0%-48.6pp | 82.8%-46.5pp | 82.1%-45.7pp |
| Annual return | 14.96% | 331.91%-316.9pp | 263.68%-248.7pp | 478.82%-463.9pp |
| Employer contribution / active EE | $1,084 | $5,299-79.5% | $4,831-77.6% | $4,839-77.6% |
| Participant deferral / active EE | $1,391 | $7,751-82.1% | $7,353-81.1% | $6,342-78.1% |
| Admin fee / account holder | $1,526 | $12,559-87.9% | $10,802-85.9% | $12,315-87.6% |