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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 | $145,827 | $183,516-20.5% | $155,534-6.2% | $145,8840% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 11.22% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,069 | $5,315-79.9% | $4,675-77.1% | $4,662-77.1% |
| Participant deferral / active EE | $450 | $6,467-93.0% | $5,630-92.0% | $6,690-93.3% |
| Admin fee / account holder | $2,202 | $19,293-88.6% | $15,900-86.1% | $13,392-83.6% |