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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 | $80,231 | $166,242-51.7% | $165,071-51.4% | $145,884-45.0% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 11.16% | 100.44%-89.3pp | 70.17%-59.0pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,334 | $5,283-74.7% | $4,347-69.3% | $4,662-71.4% |
| Participant deferral / active EE | $1,357 | $6,964-80.5% | $6,035-77.5% | $6,690-79.7% |
| Admin fee / account holder | $4,715 | $16,658-71.7% | $12,695-62.9% | $13,392-64.8% |