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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 | $28,689 | $217,432-86.8% | $185,849-84.6% | $167,536-82.9% |
| Participation rate | 58.3% | 86.1%-27.7pp | 81.7%-23.4pp | 82.1%-23.8pp |
| Annual return | 11.43% | 148.42%-137.0pp | 122.10%-110.7pp | 478.82%-467.4pp |
| Employer contribution / active EE | $1,430 | $5,875-75.7% | $5,169-72.3% | $4,839-70.4% |
| Participant deferral / active EE | $2,183 | $6,357-65.7% | $5,569-60.8% | $6,342-65.6% |
| Admin fee / account holder | $18,264 | $19,818-7.8% | $16,244+12.4% | $12,315+48.3% |