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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 | $38,120 | $148,623-74.4% | $135,974-72.0% | $139,466-72.7% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 16.15% | 79.30%-63.1pp | 68.30%-52.2pp | 373.66%-357.5pp |
| Employer contribution / active EE | $1,681 | $5,246-68.0% | $4,859-65.4% | $4,754-64.6% |
| Participant deferral / active EE | $2,396 | $8,103-70.4% | $7,760-69.1% | $6,712-64.3% |
| Admin fee / account holder | $553 | $12,406-95.5% | $10,767-94.9% | $11,409-95.2% |