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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 | $22,474 | $157,276-85.7% | $141,177-84.1% | $152,885-85.3% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 24.27% | 64.33%-40.1pp | 71.40%-47.1pp | 345.39%-321.1pp |
| Employer contribution / active EE | $1,573 | $5,262-70.1% | $4,736-66.8% | $4,763-67.0% |
| Participant deferral / active EE | $1,848 | $7,110-74.0% | $6,710-72.5% | $5,851-68.4% |
| Admin fee / account holder | $928 | $12,123-92.3% | $10,263-91.0% | $11,598-92.0% |