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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 | $37,077 | $125,184-70.4% | $105,607-64.9% | $145,884-74.6% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 11.91% | 225.00%-213.1pp | 116.11%-104.2pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,041 | $3,720-72.0% | $3,167-67.1% | $4,662-77.7% |
| Participant deferral / active EE | $1,508 | $5,714-73.6% | $5,011-69.9% | $6,690-77.5% |
| Admin fee / account holder | $607 | $17,133-96.5% | $10,958-94.5% | $13,392-95.5% |