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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 | $74,004 | $79,223-6.6% | $102,460-27.8% | $74,478-0.6% |
| Participation rate | 48.8% | 74.8%-26.0pp | 76.5%-27.7pp | 67.2%-18.5pp |
| Annual return | 12.27% | 54.98%-42.7pp | 29.47%-17.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $1,038 | $2,363-56.1% | $3,025-65.7% | $2,626-60.5% |
| Participant deferral / active EE | $1,725 | $4,417-61.0% | $5,056-65.9% | $4,350-60.4% |
| Admin fee / account holder | $1,963 | $2,003-2.0% | $9,460-79.3% | $1,946+0.9% |