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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 | $72,606 | $89,370-18.8% | $141,197-48.6% | $72,976-0.5% |
| Participation rate | 51.6% | 75.1%-23.5pp | 82.5%-30.9pp | 69.5%-17.9pp |
| Annual return | 39.35% | 111.88%-72.5pp | 71.41%-32.1pp | 81.02%-41.7pp |
| Employer contribution / active EE | $765 | $3,115-75.4% | $4,736-83.8% | $2,440-68.7% |
| Participant deferral / active EE | $2,310 | $5,419-57.4% | $6,710-65.6% | $3,608-36.0% |
| Admin fee / account holder | $3,585 | $5,957-39.8% | $10,265-65.1% | $5,124-30.0% |