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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 | $77,646 | $64,324+20.7% | $118,946-34.7% | $79,852-2.8% |
| Participation rate | 25.0% | 64.9%-39.9pp | 75.4%-50.4pp | 69.6%-44.6pp |
| Annual return | 11.46% | 86.45%-75.0pp | 35.89%-24.4pp | 31.72%-20.3pp |
| Employer contribution / active EE | $1,152 | $1,836-37.3% | $3,263-64.7% | $2,471-53.4% |
| Participant deferral / active EE | $512 | $2,824-81.9% | $4,266-88.0% | $3,740-86.3% |
| Admin fee / account holder | $7,588 | $4,040+87.8% | $6,581+15.3% | $5,306+43.0% |