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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 | $67,743 | $139,948-51.6% | $121,663-44.3% | $154,746-56.2% |
| Participation rate | 31.3% | 78.0%-46.8pp | 74.5%-43.2pp | 80.7%-49.5pp |
| Annual return | 12.99% | 230.52%-217.5pp | 147.54%-134.6pp | 172.34%-159.3pp |
| Employer contribution / active EE | $955 | $3,521-72.9% | $3,020-68.4% | $4,379-78.2% |
| Participant deferral / active EE | $985 | $5,629-82.5% | $4,887-79.9% | $6,730-85.4% |
| Admin fee / account holder | $7,862 | $17,321-54.6% | $14,289-45.0% | $14,365-45.3% |