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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 | $85,240 | $156,398-45.5% | $147,318-42.1% | $138,895-38.6% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 14.42% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,559 | $4,853-67.9% | $4,593-66.1% | $4,194-62.8% |
| Participant deferral / active EE | $2,304 | $8,237-72.0% | $7,906-70.9% | $6,396-64.0% |
| Admin fee / account holder | $7,359 | $14,976-50.9% | $13,708-46.3% | $12,562-41.4% |