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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 | $53,385 | $183,539-70.9% | $155,556-65.7% | $145,897-63.4% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 9.98% | 61.31%-51.3pp | 64.84%-54.9pp | 552.29%-542.3pp |
| Employer contribution / active EE | $1,117 | $5,315-79.0% | $4,675-76.1% | $4,663-76.1% |
| Participant deferral / active EE | $1,382 | $6,467-78.6% | $5,631-75.4% | $6,689-79.3% |
| Admin fee / account holder | $3,141 | $19,275-83.7% | $15,885-80.2% | $13,390-76.5% |