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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 | $25,693 | $108,942-76.4% | $100,415-74.4% | $145,897-82.4% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.7pp | 80.3%-37.4pp |
| Annual return | 14.96% | 58.27%-43.3pp | 49.47%-34.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $1,330 | $4,422-69.9% | $3,943-66.3% | $4,663-71.5% |
| Participant deferral / active EE | $1,558 | $8,461-81.6% | $8,091-80.7% | $6,689-76.7% |
| Admin fee / account holder | $798 | $9,702-91.8% | $7,906-89.9% | $13,390-94.0% |