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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 | $50,915 | $174,379-70.8% | $152,093-66.5% | $138,895-63.3% |
| Participation rate | 47.1% | 81.6%-34.6pp | 77.8%-30.7pp | 79.9%-32.9pp |
| Annual return | 13.57% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $1,338 | $4,652-71.2% | $4,175-67.9% | $4,194-68.1% |
| Participant deferral / active EE | $1,374 | $6,159-77.7% | $5,451-74.8% | $6,396-78.5% |
| Admin fee / account holder | $2,489 | $16,880-85.3% | $14,497-82.8% | $12,562-80.2% |