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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 | $56,233 | $185,883-69.7% | $170,043-66.9% | $139,466-59.7% |
| Participation rate | 44.4% | 87.8%-43.3pp | 87.0%-42.6pp | 80.3%-35.9pp |
| Annual return | 19.05% | 60.54%-41.5pp | 53.40%-34.4pp | 373.66%-354.6pp |
| Employer contribution / active EE | $1,490 | $7,596-80.4% | $6,790-78.1% | $4,754-68.7% |
| Participant deferral / active EE | $2,856 | $11,626-75.4% | $10,410-72.6% | $6,712-57.4% |
| Admin fee / account holder | $1,610 | $15,393-89.5% | $12,824-87.4% | $11,409-85.9% |