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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 | $69,548 | $91,559-24.0% | $133,971-48.1% | $79,852-12.9% |
| Participation rate | 16.5% | 73.3%-56.9pp | 79.8%-63.4pp | 69.6%-53.2pp |
| Annual return | 41.13% | 61.85%-20.7pp | 45.09%-4.0pp | 31.72%+9.4pp |
| Employer contribution / active EE | $1,740 | $2,384-27.0% | $3,919-55.6% | $2,471-29.6% |
| Participant deferral / active EE | $1,363 | $3,734-63.5% | $5,047-73.0% | $3,740-63.6% |
| Admin fee / account holder | $6,347 | $6,321+0.4% | $8,929-28.9% | $5,306+19.6% |