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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 | $138,651 | $227,399-39.0% | $189,758-26.9% | $198,609-30.2% |
| Participation rate | 36.4% | 84.0%-47.6pp | 79.8%-43.4pp | 82.4%-46.0pp |
| Annual return | 32.46% | 61.03%-28.6pp | 52.62%-20.2pp | 202.70%-170.2pp |
| Employer contribution / active EE | $3,822 | $5,526-30.8% | $4,767-19.8% | $5,055-24.4% |
| Participant deferral / active EE | $2,248 | $6,837-67.1% | $5,856-61.6% | $6,977-67.8% |
| Admin fee / account holder | $1,018 | $25,162-96.0% | $20,388-95.0% | $19,030-94.7% |