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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 | $73,176 | $162,136-54.9% | $152,301-52.0% | $154,746-52.7% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 18.72% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,075 | $4,890-57.6% | $4,624-55.1% | $4,379-52.6% |
| Participant deferral / active EE | $2,316 | $8,341-72.2% | $8,004-71.1% | $6,730-65.6% |
| Admin fee / account holder | $798 | $15,759-94.9% | $14,398-94.5% | $14,365-94.4% |