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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 | $78,295 | $114,119-31.4% | $107,187-27.0% | $138,895-43.6% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 19.56% | 273.21%-253.6pp | 204.55%-185.0pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,074 | $4,059-73.5% | $3,782-71.6% | $4,194-74.4% |
| Participant deferral / active EE | $1,329 | $5,538-76.0% | $5,096-73.9% | $6,396-79.2% |
| Admin fee / account holder | $645 | $10,024-93.6% | $9,162-93.0% | $12,562-94.9% |