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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 | $42,391 | $160,028-73.5% | $147,080-71.2% | $145,884-70.9% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 14.65% | 98.60%-84.0pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $1,199 | $5,286-77.3% | $4,933-75.7% | $4,662-74.3% |
| Participant deferral / active EE | $1,199 | $8,422-85.8% | $8,066-85.1% | $6,690-82.1% |
| Admin fee / account holder | $3,834 | $15,030-74.5% | $12,989-70.5% | $13,392-71.4% |