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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 | $129,737-72.0% | $119,126-69.5% | $154,746-76.5% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 18.39% | 379.08%-360.7pp | 282.11%-263.7pp | 172.34%-154.0pp |
| Employer contribution / active EE | $961 | $4,375-78.0% | $4,034-76.2% | $4,379-78.0% |
| Participant deferral / active EE | $1,716 | $5,842-70.6% | $5,318-67.7% | $6,730-74.5% |
| Admin fee / account holder | $359 | $11,961-97.0% | $10,693-96.6% | $14,365-97.5% |