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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 | $64,369 | $201,370-68.0% | $184,256-65.1% | $145,897-55.9% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 11.15% | 29.05%-17.9pp | 28.85%-17.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $2,093 | $7,024-70.2% | $6,427-67.4% | $4,663-55.1% |
| Participant deferral / active EE | $2,121 | $9,808-78.4% | $9,133-76.8% | $6,689-68.3% |
| Admin fee / account holder | $6,495 | $16,364-60.3% | $13,899-53.3% | $13,390-51.5% |