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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 | $43,289 | $183,539-76.4% | $155,556-72.2% | $145,897-70.3% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 15.81% | 61.31%-45.5pp | 64.84%-49.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,169 | $5,315-78.0% | $4,675-75.0% | $4,663-74.9% |
| Participant deferral / active EE | $1,720 | $6,467-73.4% | $5,631-69.5% | $6,689-74.3% |
| Admin fee / account holder | $10,121 | $19,275-47.5% | $15,885-36.3% | $13,390-24.4% |