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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 | $50,937 | $148,623-65.7% | $135,974-62.5% | $139,466-63.5% |
| Participation rate | 47.6% | 83.9%-36.2pp | 81.9%-34.3pp | 80.3%-32.7pp |
| Annual return | 19.93% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,773 | $5,246-66.2% | $4,859-63.5% | $4,754-62.7% |
| Participant deferral / active EE | $2,159 | $8,103-73.4% | $7,760-72.2% | $6,712-67.8% |
| Admin fee / account holder | $516 | $12,406-95.8% | $10,767-95.2% | $11,409-95.5% |