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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 | $29,499 | $165,399-82.2% | $149,745-80.3% | $158,982-81.4% |
| Participation rate | 43.8% | 84.6%-40.8pp | 82.5%-38.7pp | 82.0%-38.2pp |
| Annual return | 21.82% | 348.34%-326.5pp | 276.72%-254.9pp | 302.99%-281.2pp |
| Employer contribution / active EE | $1,285 | $5,105-74.8% | $4,646-72.3% | $4,763-73.0% |
| Participant deferral / active EE | $1,913 | $7,183-73.4% | $6,843-72.0% | $5,983-68.0% |
| Admin fee / account holder | $2,168 | $10,811-79.9% | $9,312-76.7% | $11,252-80.7% |