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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 | $85,824 | $227,399-62.3% | $189,758-54.8% | $198,609-56.8% |
| Participation rate | 40.0% | 84.0%-44.0pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 14.85% | 61.03%-46.2pp | 52.62%-37.8pp | 202.70%-187.8pp |
| Employer contribution / active EE | $4,620 | $5,526-16.4% | $4,767-3.1% | $5,055-8.6% |
| Participant deferral / active EE | $3,100 | $6,837-54.7% | $5,856-47.1% | $6,977-55.6% |
| Admin fee / account holder | $4,209 | $25,162-83.3% | $20,388-79.4% | $19,030-77.9% |