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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 | $84,115 | $165,399-49.1% | $149,745-43.8% | $158,982-47.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 9.88% | 348.34%-338.5pp | 276.72%-266.8pp | 302.99%-293.1pp |
| Employer contribution / active EE | $1,717 | $5,105-66.4% | $4,646-63.0% | $4,763-63.9% |
| Participant deferral / active EE | $2,166 | $7,183-69.8% | $6,843-68.3% | $5,983-63.8% |
| Admin fee / account holder | $6,810 | $10,811-37.0% | $9,312-26.9% | $11,252-39.5% |