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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 | $79,506 | $103,000-22.8% | $90,300-12.0% | $152,885-48.0% |
| Participation rate | 25.0% | 75.9%-50.9pp | 73.3%-48.3pp | 82.5%-57.5pp |
| Annual return | 19.72% | 95.19%-75.5pp | 78.11%-58.4pp | 345.39%-325.7pp |
| Employer contribution / active EE | $499 | $3,138-84.1% | $2,854-82.5% | $4,763-89.5% |
| Participant deferral / active EE | $499 | $4,281-88.3% | $3,884-87.2% | $5,851-91.5% |
| Admin fee / account holder | $326 | $6,173-94.7% | $5,353-93.9% | $11,598-97.2% |