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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 | $28,188 | $166,089-83.0% | $164,928-82.9% | $145,978-80.7% |
| Participation rate | 52.6% | 82.0%-29.4pp | 78.6%-26.0pp | 80.3%-27.7pp |
| Annual return | 21.09% | 100.26%-79.2pp | 70.08%-49.0pp | 550.52%-529.4pp |
| Employer contribution / active EE | $1,387 | $5,276-73.7% | $4,343-68.1% | $4,662-70.3% |
| Participant deferral / active EE | $1,572 | $6,961-77.4% | $6,034-73.9% | $6,690-76.5% |
| Admin fee / account holder | $16,826 | $16,641+1.1% | $12,684+32.7% | $13,400+25.6% |