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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 | $24,546 | $148,623-83.5% | $135,974-81.9% | $139,466-82.4% |
| Participation rate | 52.6% | 83.9%-31.2pp | 81.9%-29.3pp | 80.3%-27.7pp |
| Annual return | 18.29% | 79.30%-61.0pp | 68.30%-50.0pp | 373.66%-355.4pp |
| Employer contribution / active EE | $1,284 | $5,246-75.5% | $4,859-73.6% | $4,754-73.0% |
| Participant deferral / active EE | $1,675 | $8,103-79.3% | $7,760-78.4% | $6,712-75.0% |
| Admin fee / account holder | $6,948 | $12,406-44.0% | $10,767-35.5% | $11,409-39.1% |