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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 | $27,849 | $157,296-82.3% | $141,191-80.3% | $152,897-81.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 22.72% | 64.34%-41.6pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $951 | $5,262-81.9% | $4,736-79.9% | $4,764-80.0% |
| Participant deferral / active EE | $1,763 | $7,111-75.2% | $6,710-73.7% | $5,851-69.9% |
| Admin fee / account holder | $1,350 | $12,125-88.9% | $10,264-86.8% | $11,599-88.4% |