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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 | $102,169 | $196,972-48.1% | $182,262-43.9% | $198,609-48.6% |
| Participation rate | 57.1% | 85.7%-28.6pp | 84.2%-27.1pp | 82.4%-25.2pp |
| Annual return | 13.03% | 158.27%-145.2pp | 140.60%-127.6pp | 202.70%-189.7pp |
| Employer contribution / active EE | $2,325 | $5,364-56.6% | $5,046-53.9% | $5,055-54.0% |
| Participant deferral / active EE | $2,907 | $8,643-66.4% | $8,276-64.9% | $6,977-58.3% |
| Admin fee / account holder | $852 | $18,429-95.4% | $16,712-94.9% | $19,030-95.5% |