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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 | $38,747 | $148,623-73.9% | $135,974-71.5% | $139,466-72.2% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 14.62% | 79.30%-64.7pp | 68.30%-53.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,022 | $5,246-80.5% | $4,859-79.0% | $4,754-78.5% |
| Participant deferral / active EE | $1,580 | $8,103-80.5% | $7,760-79.6% | $6,712-76.5% |
| Admin fee / account holder | $1,466 | $12,406-88.2% | $10,767-86.4% | $11,409-87.2% |