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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 | $59,969 | $157,304-61.9% | $141,197-57.5% | $152,909-60.8% |
| Participation rate | 30.8% | 84.8%-54.1pp | 82.5%-51.7pp | 82.5%-51.7pp |
| Annual return | 20.87% | 64.34%-43.5pp | 71.41%-50.5pp | 345.46%-324.6pp |
| Employer contribution / active EE | $1,242 | $5,263-76.4% | $4,736-73.8% | $4,764-73.9% |
| Participant deferral / active EE | $1,925 | $7,111-72.9% | $6,710-71.3% | $5,851-67.1% |
| Admin fee / account holder | $577 | $12,126-95.2% | $10,265-94.4% | $11,601-95.0% |