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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 | $106,269 | $166,131-36.0% | $164,975-35.6% | $145,877-27.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 17.30% | 100.37%-83.1pp | 70.12%-52.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $3,104 | $5,276-41.2% | $4,343-28.5% | $4,663-33.4% |
| Participant deferral / active EE | $1,833 | $6,962-73.7% | $6,033-69.6% | $6,691-72.6% |
| Admin fee / account holder | $2,070 | $16,648-87.6% | $12,688-83.7% | $13,402-84.6% |