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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 | $40,173 | $196,972-79.6% | $182,262-78.0% | $198,609-79.8% |
| Participation rate | 25.0% | 85.7%-60.7pp | 84.2%-59.2pp | 82.4%-57.4pp |
| Annual return | 18.27% | 158.27%-140.0pp | 140.60%-122.3pp | 202.70%-184.4pp |
| Employer contribution / active EE | $1,783 | $5,364-66.8% | $5,046-64.7% | $5,055-64.7% |
| Participant deferral / active EE | $3,043 | $8,643-64.8% | $8,276-63.2% | $6,977-56.4% |
| Admin fee / account holder | $7,901 | $18,429-57.1% | $16,712-52.7% | $19,030-58.5% |