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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 | $45,656 | $105,145-56.6% | $94,664-51.8% | $139,466-67.3% |
| Participation rate | 14.3% | 82.4%-68.1pp | 80.8%-66.5pp | 80.3%-66.0pp |
| Annual return | 13.27% | 38.09%-24.8pp | 156.84%-143.6pp | 373.66%-360.4pp |
| Employer contribution / active EE | $1,429 | $4,107-65.2% | $3,673-61.1% | $4,754-69.9% |
| Participant deferral / active EE | $1,619 | $7,599-78.7% | $7,417-78.2% | $6,712-75.9% |
| Admin fee / account holder | $1,056 | $8,972-88.2% | $7,222-85.4% | $11,409-90.7% |