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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 | $123,791 | $183,592-32.6% | $155,574-20.4% | $145,877-15.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 12.50% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,077 | $5,317-79.8% | $4,676-77.0% | $4,663-76.9% |
| Participant deferral / active EE | $1,445 | $6,466-77.7% | $5,629-74.3% | $6,691-78.4% |
| Admin fee / account holder | $7,940 | $19,316-58.9% | $15,914-50.1% | $13,402-40.8% |