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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 | $45,522 | $157,829-71.2% | $136,867-66.7% | $198,609-77.1% |
| Participation rate | 55.6% | 77.2%-21.6pp | 74.5%-19.0pp | 82.4%-26.8pp |
| Annual return | 10.07% | 51.25%-41.2pp | 42.97%-32.9pp | 202.70%-192.6pp |
| Employer contribution / active EE | $1,020 | $3,923-74.0% | $3,547-71.3% | $5,055-79.8% |
| Participant deferral / active EE | $1,482 | $5,463-72.9% | $4,924-69.9% | $6,977-78.8% |
| Admin fee / account holder | $13,150 | $11,107+18.4% | $10,340+27.2% | $19,030-30.9% |