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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 | $42,843 | $129,737-67.0% | $119,126-64.0% | $154,746-72.3% |
| Participation rate | 62.5% | 78.9%-16.4pp | 75.8%-13.3pp | 80.7%-18.2pp |
| Annual return | 17.87% | 379.08%-361.2pp | 282.11%-264.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,252 | $4,375-71.4% | $4,034-69.0% | $4,379-71.4% |
| Participant deferral / active EE | $1,609 | $5,842-72.5% | $5,318-69.8% | $6,730-76.1% |
| Admin fee / account holder | $5,795 | $11,961-51.6% | $10,693-45.8% | $14,365-59.7% |