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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 | $62,206 | $183,539-66.1% | $155,556-60.0% | $145,897-57.4% |
| Participation rate | 53.8% | 82.7%-28.9pp | 78.2%-24.4pp | 80.3%-26.5pp |
| Annual return | 13.25% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,218 | $5,315-77.1% | $4,675-73.9% | $4,663-73.9% |
| Participant deferral / active EE | $1,522 | $6,467-76.5% | $5,631-73.0% | $6,689-77.2% |
| Admin fee / account holder | $1,410 | $19,275-92.7% | $15,885-91.1% | $13,390-89.5% |