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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 | $33,707 | $129,737-74.0% | $119,126-71.7% | $154,746-78.2% |
| Participation rate | 31.3% | 78.9%-47.6pp | 75.8%-44.5pp | 80.7%-49.5pp |
| Annual return | 20.04% | 379.08%-359.0pp | 282.11%-262.1pp | 172.34%-152.3pp |
| Employer contribution / active EE | $962 | $4,375-78.0% | $4,034-76.2% | $4,379-78.0% |
| Participant deferral / active EE | $1,363 | $5,842-76.7% | $5,318-74.4% | $6,730-79.8% |
| Admin fee / account holder | $3,748 | $11,961-68.7% | $10,693-64.9% | $14,365-73.9% |