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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 | $40,278 | $106,923-62.3% | $84,023-52.1% | $152,909-73.7% |
| Participation rate | 44.4% | 75.3%-30.8pp | 69.0%-24.6pp | 82.5%-38.0pp |
| Annual return | 21.10% | 105.02%-83.9pp | 71.32%-50.2pp | 345.46%-324.4pp |
| Employer contribution / active EE | $468 | $2,735-82.9% | $1,984-76.4% | $4,764-90.2% |
| Participant deferral / active EE | $537 | $4,013-86.6% | $3,239-83.4% | $5,851-90.8% |
| Admin fee / account holder | $439 | $8,289-94.7% | $6,102-92.8% | $11,601-96.2% |