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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 | $94,008 | $148,582-36.7% | $135,942-30.8% | $139,456-32.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 15.19% | 79.26%-64.1pp | 68.28%-53.1pp | 373.45%-358.3pp |
| Employer contribution / active EE | $1,570 | $5,245-70.1% | $4,858-67.7% | $4,753-67.0% |
| Participant deferral / active EE | $1,963 | $8,101-75.8% | $7,759-74.7% | $6,711-70.8% |
| Admin fee / account holder | $1,084 | $12,402-91.3% | $10,764-89.9% | $11,407-90.5% |