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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 | $108,274 | $154,228-29.8% | $145,433-25.6% | $137,256-21.1% |
| Participation rate | 35.7% | 83.8%-48.1pp | 82.1%-46.4pp | 80.0%-44.2pp |
| Annual return | 15.21% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $1,544 | $4,804-67.9% | $4,554-66.1% | $4,156-62.8% |
| Participant deferral / active EE | $2,183 | $8,216-73.4% | $7,897-72.4% | $6,407-65.9% |
| Admin fee / account holder | $6,885 | $14,344-52.0% | $13,129-47.6% | $12,270-43.9% |