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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 | $77,645 | $112,121-30.7% | $95,960-19.1% | $158,966-51.2% |
| Participation rate | 30.4% | 79.0%-48.6pp | 77.1%-46.6pp | 82.0%-51.5pp |
| Annual return | 16.15% | 171.16%-155.0pp | 91.63%-75.5pp | 302.95%-286.8pp |
| Employer contribution / active EE | $764 | $3,199-76.1% | $2,541-69.9% | $4,762-84.0% |
| Participant deferral / active EE | $1,260 | $4,784-73.7% | $4,167-69.8% | $5,983-78.9% |
| Admin fee / account holder | $4,637 | $10,135-54.3% | $6,797-31.8% | $11,250-58.8% |