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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 | $97,018 | $176,786-45.1% | $146,643-33.8% | $167,536-42.1% |
| Participation rate | 16.7% | 83.6%-67.0pp | 80.1%-63.4pp | 82.1%-65.4pp |
| Annual return | 12.63% | 24.04%-11.4pp | 22.75%-10.1pp | 478.82%-466.2pp |
| Employer contribution / active EE | $1,125 | $5,161-78.2% | $4,137-72.8% | $4,839-76.8% |
| Participant deferral / active EE | $1,875 | $6,440-70.9% | $5,506-65.9% | $6,342-70.4% |
| Admin fee / account holder | $381 | $13,262-97.1% | $10,280-96.3% | $12,315-96.9% |