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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 | $96,654 | $196,972-50.9% | $182,262-47.0% | $198,609-51.3% |
| Participation rate | 53.8% | 85.7%-31.9pp | 84.2%-30.4pp | 82.4%-28.5pp |
| Annual return | 13.75% | 158.27%-144.5pp | 140.60%-126.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,644 | $5,364-69.4% | $5,046-67.4% | $5,055-67.5% |
| Participant deferral / active EE | $2,433 | $8,643-71.9% | $8,276-70.6% | $6,977-65.1% |
| Admin fee / account holder | $19,488 | $18,429+5.7% | $16,712+16.6% | $19,030+2.4% |