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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 | $88,456 | $79,209+11.7% | $102,434-13.6% | $74,459+18.8% |
| Participation rate | 25.9% | 74.8%-48.9pp | 76.5%-50.6pp | 67.2%-41.3pp |
| Annual return | 18.27% | 54.98%-36.7pp | 29.46%-11.2pp | 1369.70%-1351.4pp |
| Employer contribution / active EE | $1,153 | $2,362-51.2% | $3,023-61.8% | $2,626-56.1% |
| Participant deferral / active EE | $2,068 | $4,417-53.2% | $5,055-59.1% | $4,350-52.4% |
| Admin fee / account holder | $942 | $2,002-53.0% | $9,462-90.0% | $1,945-51.6% |