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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 | $46,083 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 15.79% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,639 | $4,804-65.9% | $4,554-64.0% | $4,156-60.6% |
| Participant deferral / active EE | $1,989 | $8,216-75.8% | $7,897-74.8% | $6,407-69.0% |
| Admin fee / account holder | $6,864 | $14,344-52.1% | $13,129-47.7% | $12,270-44.1% |