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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 | $26,514 | $105,198-74.8% | $159,455-83.4% | $85,856-69.1% |
| Participation rate | 37.0% | 75.8%-38.8pp | 82.8%-45.9pp | 69.3%-32.4pp |
| Annual return | 12.72% | 45.08%-32.4pp | 263.63%-250.9pp | 318.58%-305.9pp |
| Employer contribution / active EE | $1,218 | $3,319-63.3% | $4,830-74.8% | $2,565-52.5% |
| Participant deferral / active EE | $2,133 | $5,946-64.1% | $7,353-71.0% | $3,952-46.0% |
| Admin fee / account holder | $4,983 | $6,934-28.1% | $10,800-53.9% | $6,261-20.4% |