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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 | $109,206 | $183,516-40.5% | $155,534-29.8% | $145,884-25.1% |
| Participation rate | 45.5% | 82.7%-37.3pp | 78.2%-32.8pp | 80.3%-34.8pp |
| Annual return | 10.88% | 61.43%-50.5pp | 64.92%-54.0pp | 551.85%-541.0pp |
| Employer contribution / active EE | $1,134 | $5,315-78.7% | $4,675-75.7% | $4,662-75.7% |
| Participant deferral / active EE | $1,431 | $6,467-77.9% | $5,630-74.6% | $6,690-78.6% |
| Admin fee / account holder | $2,372 | $19,293-87.7% | $15,900-85.1% | $13,392-82.3% |