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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 | $91,292 | $148,582-38.6% | $135,942-32.8% | $139,456-34.5% |
| Participation rate | 41.7% | 83.9%-42.2pp | 81.9%-40.2pp | 80.3%-38.7pp |
| Annual return | 13.00% | 79.26%-66.3pp | 68.28%-55.3pp | 373.45%-360.5pp |
| Employer contribution / active EE | $1,350 | $5,245-74.3% | $4,858-72.2% | $4,753-71.6% |
| Participant deferral / active EE | $1,666 | $8,101-79.4% | $7,759-78.5% | $6,711-75.2% |
| Admin fee / account holder | $51,565 | $12,402+315.8% | $10,764+379.0% | $11,407+352.0% |