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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 | $97,397 | $124,346-21.7% | $111,308-12.5% | $167,536-41.9% |
| Participation rate | 60.0% | 79.6%-19.6pp | 77.3%-17.3pp | 82.1%-22.1pp |
| Annual return | 14.77% | 37.45%-22.7pp | 54.67%-39.9pp | 478.82%-464.0pp |
| Employer contribution / active EE | $915 | $3,437-73.4% | $2,732-66.5% | $4,839-81.1% |
| Participant deferral / active EE | $1,663 | $5,182-67.9% | $4,487-62.9% | $6,342-73.8% |
| Admin fee / account holder | $10,898 | $10,621+2.6% | $7,965+36.8% | $12,315-11.5% |