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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 | $65,598 | $178,174-63.2% | $156,181-58.0% | $137,256-52.2% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.8%-33.4pp | 80.0%-34.5pp |
| Annual return | 13.78% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,186 | $4,972-76.1% | $4,294-72.4% | $4,156-71.5% |
| Participant deferral / active EE | $1,556 | $6,888-77.4% | $6,132-74.6% | $6,407-75.7% |
| Admin fee / account holder | $383 | $17,404-97.8% | $14,586-97.4% | $12,270-96.9% |