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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 | $90,933 | $152,612-40.4% | $125,192-27.4% | $152,897-40.5% |
| Participation rate | 62.5% | 83.3%-20.8pp | 79.8%-17.3pp | 82.5%-20.0pp |
| Annual return | 17.63% | 54.85%-37.2pp | 43.79%-26.2pp | 345.43%-327.8pp |
| Employer contribution / active EE | $1,624 | $4,947-67.2% | $3,866-58.0% | $4,764-65.9% |
| Participant deferral / active EE | $1,624 | $5,868-72.3% | $4,937-67.1% | $5,851-72.2% |
| Admin fee / account holder | $17,982 | $13,437+33.8% | $9,704+85.3% | $11,599+55.0% |