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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 | $58,521 | $86,294-32.2% | $111,303-47.4% | $85,856-31.8% |
| Participation rate | 63.0% | 73.3%-10.4pp | 77.3%-14.4pp | 69.3%-6.4pp |
| Annual return | 18.37% | 19.99%-1.6pp | 54.66%-36.3pp | 318.58%-300.2pp |
| Employer contribution / active EE | $3,634 | $2,043+77.8% | $2,731+33.1% | $2,565+41.7% |
| Participant deferral / active EE | $1,527 | $3,641-58.1% | $4,487-66.0% | $3,952-61.4% |
| Admin fee / account holder | $602 | $8,189-92.6% | $7,966-92.4% | $6,261-90.4% |