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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 | $45,842 | $165,381-72.3% | $149,730-69.4% | $158,966-71.2% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 27.68% | 348.29%-320.6pp | 276.70%-249.0pp | 302.95%-275.3pp |
| Employer contribution / active EE | $1,650 | $5,104-67.7% | $4,645-64.5% | $4,762-65.3% |
| Participant deferral / active EE | $1,974 | $7,182-72.5% | $6,843-71.2% | $5,983-67.0% |
| Admin fee / account holder | $6,863 | $10,809-36.5% | $9,310-26.3% | $11,250-39.0% |