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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 | $88,163 | $157,304-44.0% | $141,197-37.6% | $152,909-42.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 20.77% | 64.34%-43.6pp | 71.41%-50.6pp | 345.46%-324.7pp |
| Employer contribution / active EE | $1,107 | $5,263-79.0% | $4,736-76.6% | $4,764-76.8% |
| Participant deferral / active EE | $1,966 | $7,111-72.4% | $6,710-70.7% | $5,851-66.4% |
| Admin fee / account holder | $766 | $12,126-93.7% | $10,265-92.5% | $11,601-93.4% |