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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 | $45,903 | $112,131-59.1% | $95,964-52.2% | $158,982-71.1% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 13.86% | 171.19%-157.3pp | 91.64%-77.8pp | 302.99%-289.1pp |
| Employer contribution / active EE | $993 | $3,199-68.9% | $2,541-60.9% | $4,763-79.1% |
| Participant deferral / active EE | $1,087 | $4,784-77.3% | $4,167-73.9% | $5,983-81.8% |
| Admin fee / account holder | $3,017 | $10,136-70.2% | $6,797-55.6% | $11,252-73.2% |