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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 | $40,325 | $148,623-72.9% | $135,974-70.3% | $139,466-71.1% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 17.95% | 79.30%-61.3pp | 68.30%-50.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $1,420 | $5,246-72.9% | $4,859-70.8% | $4,754-70.1% |
| Participant deferral / active EE | $1,863 | $8,103-77.0% | $7,760-76.0% | $6,712-72.2% |
| Admin fee / account holder | $387 | $12,406-96.9% | $10,767-96.4% | $11,409-96.6% |