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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 | $40,648 | $148,582-72.6% | $135,942-70.1% | $139,456-70.9% |
| Participation rate | 47.4% | 83.9%-36.5pp | 81.9%-34.5pp | 80.3%-33.0pp |
| Annual return | 15.61% | 79.26%-63.6pp | 68.28%-52.7pp | 373.45%-357.8pp |
| Employer contribution / active EE | $1,113 | $5,245-78.8% | $4,858-77.1% | $4,753-76.6% |
| Participant deferral / active EE | $1,406 | $8,101-82.6% | $7,759-81.9% | $6,711-79.1% |
| Admin fee / account holder | $842 | $12,402-93.2% | $10,764-92.2% | $11,407-92.6% |