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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 | $61,816 | $176,786-65.0% | $146,643-57.8% | $167,536-63.1% |
| Participation rate | 42.1% | 83.6%-41.5pp | 80.1%-38.0pp | 82.1%-40.0pp |
| Annual return | 9.87% | 24.04%-14.2pp | 22.75%-12.9pp | 478.82%-468.9pp |
| Employer contribution / active EE | $3,924 | $5,161-24.0% | $4,137-5.1% | $4,839-18.9% |
| Participant deferral / active EE | $1,754 | $6,440-72.8% | $5,506-68.2% | $6,342-72.4% |
| Admin fee / account holder | $4,050 | $13,262-69.5% | $10,280-60.6% | $12,315-67.1% |