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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 | $119,221 | $152,612-21.9% | $125,192-4.8% | $152,897-22.0% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.5%-29.5pp |
| Annual return | 24.04% | 54.85%-30.8pp | 43.79%-19.8pp | 345.43%-321.4pp |
| Employer contribution / active EE | $1,127 | $4,947-77.2% | $3,866-70.9% | $4,764-76.3% |
| Participant deferral / active EE | $1,665 | $5,868-71.6% | $4,937-66.3% | $5,851-71.5% |
| Admin fee / account holder | $2,196 | $13,437-83.7% | $9,704-77.4% | $11,599-81.1% |