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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 | $121,415 | $182,823-33.6% | $161,596-24.9% | $198,609-38.9% |
| Participation rate | 57.1% | 81.5%-24.4pp | 80.7%-23.5pp | 82.4%-25.2pp |
| Annual return | 13.33% | 484.64%-471.3pp | 389.92%-376.6pp | 202.70%-189.4pp |
| Employer contribution / active EE | $1,218 | $4,109-70.4% | $3,977-69.4% | $5,055-75.9% |
| Participant deferral / active EE | $2,533 | $7,056-64.1% | $6,750-62.5% | $6,977-63.7% |
| Admin fee / account holder | $3,156 | $15,687-79.9% | $13,161-76.0% | $19,030-83.4% |