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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 | $35,719 | $157,304-77.3% | $141,197-74.7% | $152,909-76.6% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.5%-37.0pp |
| Annual return | 21.99% | 64.34%-42.4pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $4,448 | $5,263-15.5% | $4,736-6.1% | $4,764-6.6% |
| Participant deferral / active EE | $1,967 | $7,111-72.3% | $6,710-70.7% | $5,851-66.4% |
| Admin fee / account holder | $3,837 | $12,126-68.4% | $10,265-62.6% | $11,601-66.9% |