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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 | $101,922 | $156,398-34.8% | $147,318-30.8% | $138,895-26.6% |
| Participation rate | 35.0% | 83.8%-48.8pp | 82.1%-47.1pp | 79.9%-44.9pp |
| Annual return | 16.80% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,230 | $4,853-74.7% | $4,593-73.2% | $4,194-70.7% |
| Participant deferral / active EE | $1,715 | $8,237-79.2% | $7,906-78.3% | $6,396-73.2% |
| Admin fee / account holder | $8,498 | $14,976-43.3% | $13,708-38.0% | $12,562-32.3% |