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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 | $109,832 | $154,228-28.8% | $145,433-24.5% | $137,256-20.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.35% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,455 | $4,804-69.7% | $4,554-68.1% | $4,156-65.0% |
| Participant deferral / active EE | $2,198 | $8,216-73.2% | $7,897-72.2% | $6,407-65.7% |
| Admin fee / account holder | $14,455 | $14,344+0.8% | $13,129+10.1% | $12,270+17.8% |