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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 | $86,173 | $172,111-49.9% | $150,298-42.7% | $137,256-37.2% |
| Participation rate | 56.3% | 81.7%-25.5pp | 77.8%-21.5pp | 80.0%-23.7pp |
| Annual return | 16.01% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.3pp |
| Employer contribution / active EE | $1,126 | $4,636-75.7% | $4,154-72.9% | $4,156-72.9% |
| Participant deferral / active EE | $1,466 | $6,166-76.2% | $5,453-73.1% | $6,407-77.1% |
| Admin fee / account holder | $1,444 | $16,471-91.2% | $14,116-89.8% | $12,270-88.2% |