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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 | $75,425 | $166,089-54.6% | $164,928-54.3% | $145,978-48.3% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 19.39% | 100.26%-80.9pp | 70.08%-50.7pp | 550.52%-531.1pp |
| Employer contribution / active EE | $1,178 | $5,276-77.7% | $4,343-72.9% | $4,662-74.7% |
| Participant deferral / active EE | $1,870 | $6,961-73.1% | $6,034-69.0% | $6,690-72.0% |
| Admin fee / account holder | $10,942 | $16,641-34.2% | $12,684-13.7% | $13,400-18.3% |