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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 | $88,683 | $106,280-16.6% | $96,538-8.1% | $139,487-36.4% |
| Participation rate | 45.5% | 77.8%-32.4pp | 74.3%-28.9pp | 80.3%-34.9pp |
| Annual return | 17.86% | 38.48%-20.6pp | 35.74%-17.9pp | 373.84%-356.0pp |
| Employer contribution / active EE | $4,587 | $4,107+11.7% | $3,740+22.6% | $4,755-3.5% |
| Participant deferral / active EE | $1,300 | $5,457-76.2% | $4,880-73.4% | $6,713-80.6% |
| Admin fee / account holder | $525 | $7,888-93.4% | $6,737-92.2% | $11,407-95.4% |