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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 | $56,431 | $227,399-75.2% | $189,758-70.3% | $198,609-71.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 79.8%-19.8pp | 82.4%-22.4pp |
| Annual return | 17.10% | 61.03%-43.9pp | 52.62%-35.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $1,620 | $5,526-70.7% | $4,767-66.0% | $5,055-68.0% |
| Participant deferral / active EE | $2,529 | $6,837-63.0% | $5,856-56.8% | $6,977-63.8% |
| Admin fee / account holder | $3,687 | $25,162-85.3% | $20,388-81.9% | $19,030-80.6% |