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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 | $57,964 | $157,276-63.1% | $141,177-58.9% | $152,885-62.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 19.39% | 64.33%-44.9pp | 71.40%-52.0pp | 345.39%-326.0pp |
| Employer contribution / active EE | $1,737 | $5,262-67.0% | $4,736-63.3% | $4,763-63.5% |
| Participant deferral / active EE | $2,187 | $7,110-69.2% | $6,710-67.4% | $5,851-62.6% |
| Admin fee / account holder | $1,434 | $12,123-88.2% | $10,263-86.0% | $11,598-87.6% |