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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 | $40,795 | $157,296-74.1% | $141,191-71.1% | $152,897-73.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 20.86% | 64.34%-43.5pp | 71.41%-50.5pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,090 | $5,262-79.3% | $4,736-77.0% | $4,764-77.1% |
| Participant deferral / active EE | $1,751 | $7,111-75.4% | $6,710-73.9% | $5,851-70.1% |
| Admin fee / account holder | $954 | $12,125-92.1% | $10,264-90.7% | $11,599-91.8% |