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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 | $90,218 | $152,619-40.9% | $125,195-27.9% | $152,909-41.0% |
| Participation rate | 38.5% | 83.3%-44.9pp | 79.8%-41.3pp | 82.5%-44.0pp |
| Annual return | 22.04% | 54.85%-32.8pp | 43.79%-21.7pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,028 | $4,947-79.2% | $3,866-73.4% | $4,764-78.4% |
| Participant deferral / active EE | $1,453 | $5,869-75.2% | $4,937-70.6% | $5,851-75.2% |
| Admin fee / account holder | $3,177 | $13,437-76.4% | $9,704-67.3% | $11,601-72.6% |