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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 | $57,434 | $148,582-61.3% | $135,942-57.8% | $139,456-58.8% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 20.07% | 79.26%-59.2pp | 68.28%-48.2pp | 373.45%-353.4pp |
| Employer contribution / active EE | $1,763 | $5,245-66.4% | $4,858-63.7% | $4,753-62.9% |
| Participant deferral / active EE | $2,408 | $8,101-70.3% | $7,759-69.0% | $6,711-64.1% |
| Admin fee / account holder | $4,303 | $12,402-65.3% | $10,764-60.0% | $11,407-62.3% |