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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 | $70,276 | $148,623-52.7% | $135,974-48.3% | $139,466-49.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 20.04% | 79.30%-59.3pp | 68.30%-48.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $1,197 | $5,246-77.2% | $4,859-75.4% | $4,754-74.8% |
| Participant deferral / active EE | $2,212 | $8,103-72.7% | $7,760-71.5% | $6,712-67.0% |
| Admin fee / account holder | $307 | $12,406-97.5% | $10,767-97.2% | $11,409-97.3% |