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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 | $23,428 | $165,381-85.8% | $149,730-84.4% | $158,966-85.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 171.42% | 348.29%-176.9pp | 276.70%-105.3pp | 302.95%-131.5pp |
| Employer contribution / active EE | $1,222 | $5,104-76.1% | $4,645-73.7% | $4,762-74.3% |
| Participant deferral / active EE | $1,601 | $7,182-77.7% | $6,843-76.6% | $5,983-73.2% |
| Admin fee / account holder | $1,112 | $10,809-89.7% | $9,310-88.1% | $11,250-90.1% |