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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 | $63,968 | $114,119-43.9% | $107,187-40.3% | $138,895-53.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 13.14% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,079 | $4,059-73.4% | $3,782-71.5% | $4,194-74.3% |
| Participant deferral / active EE | $1,128 | $5,538-79.6% | $5,096-77.9% | $6,396-82.4% |
| Admin fee / account holder | $2,879 | $10,024-71.3% | $9,162-68.6% | $12,562-77.1% |