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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 | $166,242-54.6% | $165,071-54.3% | $145,884-48.3% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 19.39% | 100.44%-81.1pp | 70.17%-50.8pp | 551.85%-532.5pp |
| Employer contribution / active EE | $1,178 | $5,283-77.7% | $4,347-72.9% | $4,662-74.7% |
| Participant deferral / active EE | $1,870 | $6,964-73.1% | $6,035-69.0% | $6,690-72.0% |
| Admin fee / account holder | $10,942 | $16,658-34.3% | $12,695-13.8% | $13,392-18.3% |