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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 | $58,106 | $196,972-70.5% | $182,262-68.1% | $198,609-70.7% |
| Participation rate | 52.9% | 85.7%-32.8pp | 84.2%-31.3pp | 82.4%-29.4pp |
| Annual return | 13.62% | 158.27%-144.7pp | 140.60%-127.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $1,675 | $5,364-68.8% | $5,046-66.8% | $5,055-66.9% |
| Participant deferral / active EE | $3,492 | $8,643-59.6% | $8,276-57.8% | $6,977-50.0% |
| Admin fee / account holder | $3,927 | $18,429-78.7% | $16,712-76.5% | $19,030-79.4% |