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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 | $93,883 | $111,535-15.8% | $105,223-10.8% | $137,256-31.6% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.0%-39.8pp | 80.0%-44.7pp |
| Annual return | 17.03% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.3pp |
| Employer contribution / active EE | $884 | $3,939-77.6% | $3,689-76.0% | $4,156-78.7% |
| Participant deferral / active EE | $1,242 | $5,500-77.4% | $5,072-75.5% | $6,407-80.6% |
| Admin fee / account holder | $8,189 | $9,721-15.8% | $8,859-7.6% | $12,270-33.3% |