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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 | $23,075 | $160,028-85.6% | $147,080-84.3% | $145,884-84.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.59% | 98.60%-84.0pp | 420.17%-405.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,307 | $5,286-75.3% | $4,933-73.5% | $4,662-72.0% |
| Participant deferral / active EE | $1,970 | $8,422-76.6% | $8,066-75.6% | $6,690-70.6% |
| Admin fee / account holder | $447 | $15,030-97.0% | $12,989-96.6% | $13,392-96.7% |