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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 | $48,518 | $157,296-69.2% | $141,191-65.6% | $152,897-68.3% |
| Participation rate | 38.9% | 84.8%-45.9pp | 82.5%-43.6pp | 82.5%-43.6pp |
| Annual return | 17.80% | 64.34%-46.5pp | 71.41%-53.6pp | 345.43%-327.6pp |
| Employer contribution / active EE | $1,014 | $5,262-80.7% | $4,736-78.6% | $4,764-78.7% |
| Participant deferral / active EE | $1,266 | $7,111-82.2% | $6,710-81.1% | $5,851-78.4% |
| Admin fee / account holder | $2,092 | $12,125-82.7% | $10,264-79.6% | $11,599-82.0% |