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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 | $66,840 | $156,398-57.3% | $147,318-54.6% | $138,895-51.9% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.8pp | 79.9%-23.7pp |
| Annual return | 19.42% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $3,392 | $4,853-30.1% | $4,593-26.1% | $4,194-19.1% |
| Participant deferral / active EE | $2,453 | $8,237-70.2% | $7,906-69.0% | $6,396-61.6% |
| Admin fee / account holder | $707 | $14,976-95.3% | $13,708-94.8% | $12,562-94.4% |