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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 | $67,199 | $129,737-48.2% | $119,126-43.6% | $154,746-56.6% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 11.07% | 379.08%-368.0pp | 282.11%-271.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $1,195 | $4,375-72.7% | $4,034-70.4% | $4,379-72.7% |
| Participant deferral / active EE | $1,190 | $5,842-79.6% | $5,318-77.6% | $6,730-82.3% |
| Admin fee / account holder | $1,938 | $11,961-83.8% | $10,693-81.9% | $14,365-86.5% |