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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 | $57,385 | $157,276-63.5% | $141,177-59.4% | $152,885-62.5% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 16.59% | 64.33%-47.7pp | 71.40%-54.8pp | 345.39%-328.8pp |
| Employer contribution / active EE | $969 | $5,262-81.6% | $4,736-79.5% | $4,763-79.7% |
| Participant deferral / active EE | $1,696 | $7,110-76.2% | $6,710-74.7% | $5,851-71.0% |
| Admin fee / account holder | $11,118 | $12,123-8.3% | $10,263+8.3% | $11,598-4.1% |