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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 | $23,016 | $129,737-82.3% | $119,126-80.7% | $154,746-85.1% |
| Participation rate | 61.5% | 78.9%-17.3pp | 75.8%-14.2pp | 80.7%-19.2pp |
| Annual return | 20.73% | 379.08%-358.3pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,273 | $4,375-70.9% | $4,034-68.5% | $4,379-70.9% |
| Participant deferral / active EE | $1,485 | $5,842-74.6% | $5,318-72.1% | $6,730-77.9% |
| Admin fee / account holder | $2,610 | $11,961-78.2% | $10,693-75.6% | $14,365-81.8% |