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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 | $36,278 | $201,370-82.0% | $184,256-80.3% | $145,897-75.1% |
| Participation rate | 20.0% | 87.5%-67.5pp | 86.8%-66.8pp | 80.3%-60.3pp |
| Annual return | 12.69% | 29.05%-16.4pp | 28.85%-16.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,534 | $7,024-78.2% | $6,427-76.1% | $4,663-67.1% |
| Participant deferral / active EE | $1,534 | $9,808-84.4% | $9,133-83.2% | $6,689-77.1% |
| Admin fee / account holder | $8,348 | $16,364-49.0% | $13,899-39.9% | $13,390-37.7% |