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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 | $59,903 | $105,210-43.1% | $159,487-62.4% | $85,851-30.2% |
| Participation rate | 38.7% | 75.8%-37.1pp | 82.8%-44.1pp | 69.3%-30.6pp |
| Annual return | 17.32% | 45.08%-27.8pp | 263.71%-246.4pp | 318.63%-301.3pp |
| Employer contribution / active EE | $1,305 | $3,319-60.7% | $4,831-73.0% | $2,565-49.1% |
| Participant deferral / active EE | $2,374 | $5,946-60.1% | $7,354-67.7% | $3,952-39.9% |
| Admin fee / account holder | $363 | $6,934-94.8% | $10,804-96.6% | $6,261-94.2% |