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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 | $57,406 | $148,623-61.4% | $135,974-57.8% | $139,466-58.8% |
| Participation rate | 44.4% | 83.9%-39.4pp | 81.9%-37.5pp | 80.3%-35.9pp |
| Annual return | 18.85% | 79.30%-60.4pp | 68.30%-49.5pp | 373.66%-354.8pp |
| Employer contribution / active EE | $1,297 | $5,246-75.3% | $4,859-73.3% | $4,754-72.7% |
| Participant deferral / active EE | $2,034 | $8,103-74.9% | $7,760-73.8% | $6,712-69.7% |
| Admin fee / account holder | $320 | $12,406-97.4% | $10,767-97.0% | $11,409-97.2% |