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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 | $73,024 | $227,399-67.9% | $189,758-61.5% | $198,609-63.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 79.8%-21.5pp | 82.4%-24.0pp |
| Annual return | 15.95% | 61.03%-45.1pp | 52.62%-36.7pp | 202.70%-186.7pp |
| Employer contribution / active EE | $1,923 | $5,526-65.2% | $4,767-59.7% | $5,055-62.0% |
| Participant deferral / active EE | $2,766 | $6,837-59.6% | $5,856-52.8% | $6,977-60.4% |
| Admin fee / account holder | $3,646 | $25,162-85.5% | $20,388-82.1% | $19,030-80.8% |