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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 | $40,808 | $165,381-75.3% | $149,730-72.7% | $158,966-74.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 11.28% | 348.29%-337.0pp | 276.70%-265.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,533 | $5,104-70.0% | $4,645-67.0% | $4,762-67.8% |
| Participant deferral / active EE | $1,814 | $7,182-74.7% | $6,843-73.5% | $5,983-69.7% |
| Admin fee / account holder | $5,795 | $10,809-46.4% | $9,310-37.8% | $11,250-48.5% |