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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 | $88,077 | $105,284-16.3% | $150,734-41.6% | $94,015-6.3% |
| Participation rate | 40.0% | 71.7%-31.7pp | 78.4%-38.4pp | 70.8%-30.8pp |
| Annual return | 14.51% | 15.67%-1.2pp | 600.81%-586.3pp | 17.84%-3.3pp |
| Employer contribution / active EE | $1,068 | $3,599-70.3% | $4,918-78.3% | $2,790-61.7% |
| Participant deferral / active EE | $1,743 | $4,274-59.2% | $5,610-68.9% | $4,249-59.0% |
| Admin fee / account holder | $4,710 | $9,839-52.1% | $14,905-68.4% | $8,951-47.4% |