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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 | $36,373 | $134,817-73.0% | $123,973-70.7% | $155,188-76.6% |
| Participation rate | 42.9% | 79.4%-36.5pp | 76.7%-33.8pp | 80.8%-37.9pp |
| Annual return | 18.39% | 515.49%-497.1pp | 388.13%-369.7pp | 148.84%-130.5pp |
| Employer contribution / active EE | $961 | $4,425-78.3% | $4,126-76.7% | $4,248-77.4% |
| Participant deferral / active EE | $1,716 | $5,706-69.9% | $5,247-67.3% | $6,531-73.7% |
| Admin fee / account holder | $359 | $13,245-97.3% | $11,799-97.0% | $14,480-97.5% |