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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 | $90,758 | $156,398-42.0% | $147,318-38.4% | $138,895-34.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 13.45% | 78.75%-65.3pp | 70.43%-57.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,501 | $4,853-69.1% | $4,593-67.3% | $4,194-64.2% |
| Participant deferral / active EE | $2,279 | $8,237-72.3% | $7,906-71.2% | $6,396-64.4% |
| Admin fee / account holder | $1,517 | $14,976-89.9% | $13,708-88.9% | $12,562-87.9% |