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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 | $33,951 | $125,237-72.9% | $105,608-67.9% | $145,877-76.7% |
| Participation rate | 30.0% | 77.7%-47.7pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 12.12% | 225.76%-213.6pp | 116.50%-104.4pp | 551.28%-539.2pp |
| Employer contribution / active EE | $783 | $3,720-79.0% | $3,167-75.3% | $4,663-83.2% |
| Participant deferral / active EE | $1,480 | $5,711-74.1% | $5,010-70.5% | $6,691-77.9% |
| Admin fee / account holder | $5,308 | $17,287-69.3% | $11,028-51.9% | $13,402-60.4% |