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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 | $94,131 | $171,930-45.3% | $151,266-37.8% | $154,746-39.2% |
| Participation rate | 53.3% | 80.5%-27.2pp | 77.0%-23.6pp | 80.7%-27.4pp |
| Annual return | 9.96% | 242.03%-232.1pp | 180.60%-170.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,598 | $4,710-66.1% | $4,237-62.3% | $4,379-63.5% |
| Participant deferral / active EE | $2,029 | $8,191-75.2% | $7,337-72.3% | $6,730-69.9% |
| Admin fee / account holder | $6,102 | $15,803-61.4% | $13,159-53.6% | $14,365-57.5% |