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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 | $21,604 | $156,398-86.2% | $147,318-85.3% | $138,895-84.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 13.98% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $2,242 | $4,853-53.8% | $4,593-51.2% | $4,194-46.5% |
| Participant deferral / active EE | $1,244 | $8,237-84.9% | $7,906-84.3% | $6,396-80.5% |
| Admin fee / account holder | $7,567 | $14,976-49.5% | $13,708-44.8% | $12,562-39.8% |