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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 | $39,748 | $176,105-77.4% | $159,474-75.1% | $167,536-76.3% |
| Participation rate | 61.1% | 85.0%-23.8pp | 82.8%-21.7pp | 82.1%-21.0pp |
| Annual return | 19.82% | 331.91%-312.1pp | 263.68%-243.9pp | 478.82%-459.0pp |
| Employer contribution / active EE | $1,217 | $5,299-77.0% | $4,831-74.8% | $4,839-74.9% |
| Participant deferral / active EE | $2,365 | $7,751-69.5% | $7,353-67.8% | $6,342-62.7% |
| Admin fee / account holder | $395 | $12,559-96.9% | $10,802-96.3% | $12,315-96.8% |