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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 | $94,287 | $157,829-40.3% | $136,867-31.1% | $198,609-52.5% |
| Participation rate | 42.1% | 77.2%-35.1pp | 74.5%-32.4pp | 82.4%-40.3pp |
| Annual return | 11.49% | 51.25%-39.8pp | 42.97%-31.5pp | 202.70%-191.2pp |
| Employer contribution / active EE | $1,374 | $3,923-65.0% | $3,547-61.3% | $5,055-72.8% |
| Participant deferral / active EE | $1,374 | $5,463-74.9% | $4,924-72.1% | $6,977-80.3% |
| Admin fee / account holder | $974 | $11,107-91.2% | $10,340-90.6% | $19,030-94.9% |