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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 | $73,265 | $156,398-53.2% | $147,318-50.3% | $138,895-47.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 21.44% | 78.75%-57.3pp | 70.43%-49.0pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,187 | $4,853-75.5% | $4,593-74.2% | $4,194-71.7% |
| Participant deferral / active EE | $2,346 | $8,237-71.5% | $7,906-70.3% | $6,396-63.3% |
| Admin fee / account holder | $5,367 | $14,976-64.2% | $13,708-60.9% | $12,562-57.3% |