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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 | $42,295 | $165,381-74.4% | $149,730-71.8% | $158,966-73.4% |
| Participation rate | 47.1% | 84.6%-37.5pp | 82.5%-35.4pp | 82.0%-34.9pp |
| Annual return | 16.97% | 348.29%-331.3pp | 276.70%-259.7pp | 302.95%-286.0pp |
| Employer contribution / active EE | $959 | $5,104-81.2% | $4,645-79.4% | $4,762-79.9% |
| Participant deferral / active EE | $1,306 | $7,182-81.8% | $6,843-80.9% | $5,983-78.2% |
| Admin fee / account holder | $2,582 | $10,809-76.1% | $9,310-72.3% | $11,250-77.0% |