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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 | $59,556 | $165,399-64.0% | $149,745-60.2% | $158,982-62.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 21.85% | 348.34%-326.5pp | 276.72%-254.9pp | 302.99%-281.1pp |
| Employer contribution / active EE | $1,065 | $5,105-79.1% | $4,646-77.1% | $4,763-77.6% |
| Participant deferral / active EE | $1,881 | $7,183-73.8% | $6,843-72.5% | $5,983-68.6% |
| Admin fee / account holder | $2,135 | $10,811-80.3% | $9,312-77.1% | $11,252-81.0% |