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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 | $100,048 | $157,304-36.4% | $141,197-29.1% | $152,909-34.6% |
| Participation rate | 37.5% | 84.8%-47.3pp | 82.5%-45.0pp | 82.5%-45.0pp |
| Annual return | 20.48% | 64.34%-43.9pp | 71.41%-50.9pp | 345.46%-325.0pp |
| Employer contribution / active EE | $2,087 | $5,263-60.3% | $4,736-55.9% | $4,764-56.2% |
| Participant deferral / active EE | $2,156 | $7,111-69.7% | $6,710-67.9% | $5,851-63.2% |
| Admin fee / account holder | $547 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |