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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 | $108,338 | $148,629-27.1% | $135,982-20.3% | $139,487-22.3% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 12.84% | 79.33%-66.5pp | 68.32%-55.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,072 | $5,247-79.6% | $4,859-77.9% | $4,755-77.4% |
| Participant deferral / active EE | $2,386 | $8,102-70.6% | $7,760-69.3% | $6,713-64.5% |
| Admin fee / account holder | $2,154 | $12,406-82.6% | $10,767-80.0% | $11,407-81.1% |