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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 | $36,755 | $157,296-76.6% | $141,191-74.0% | $152,897-76.0% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 17.78% | 64.34%-46.6pp | 71.41%-53.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,126 | $5,262-78.6% | $4,736-76.2% | $4,764-76.4% |
| Participant deferral / active EE | $1,301 | $7,111-81.7% | $6,710-80.6% | $5,851-77.8% |
| Admin fee / account holder | $1,214 | $12,125-90.0% | $10,264-88.2% | $11,599-89.5% |