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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 | $76,693 | $208,088-63.1% | $186,193-58.8% | $154,746-50.4% |
| Participation rate | 25.0% | 80.0%-55.0pp | 77.1%-52.1pp | 80.7%-55.7pp |
| Annual return | 17.65% | 89.97%-72.3pp | 78.03%-60.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $967 | $4,340-77.7% | $3,918-75.3% | $4,379-77.9% |
| Participant deferral / active EE | $1,160 | $7,078-83.6% | $6,513-82.2% | $6,730-82.8% |
| Admin fee / account holder | $695 | $11,698-94.1% | $11,058-93.7% | $14,365-95.2% |