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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 | $58,550 | $129,737-54.9% | $119,126-50.9% | $154,746-62.2% |
| Participation rate | 38.5% | 78.9%-40.4pp | 75.8%-37.3pp | 80.7%-42.2pp |
| Annual return | 17.60% | 379.08%-361.5pp | 282.11%-264.5pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,388 | $4,375-68.3% | $4,034-65.6% | $4,379-68.3% |
| Participant deferral / active EE | $1,388 | $5,842-76.2% | $5,318-73.9% | $6,730-79.4% |
| Admin fee / account holder | $444 | $11,961-96.3% | $10,693-95.8% | $14,365-96.9% |