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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 | $25,713 | $165,399-84.5% | $149,745-82.8% | $158,982-83.8% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 27.53% | 348.34%-320.8pp | 276.72%-249.2pp | 302.99%-275.5pp |
| Employer contribution / active EE | $980 | $5,105-80.8% | $4,646-78.9% | $4,763-79.4% |
| Participant deferral / active EE | $2,143 | $7,183-70.2% | $6,843-68.7% | $5,983-64.2% |
| Admin fee / account holder | $5,608 | $10,811-48.1% | $9,312-39.8% | $11,252-50.2% |