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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 | $41,558 | $100,073-58.5% | $85,126-51.2% | $145,877-71.5% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 10.36% | 84.11%-73.8pp | 66.63%-56.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $805 | $3,236-75.1% | $2,731-70.5% | $4,663-82.7% |
| Participant deferral / active EE | $727 | $5,294-86.3% | $4,523-83.9% | $6,691-89.1% |
| Admin fee / account holder | $503 | $7,261-93.1% | $6,160-91.8% | $13,402-96.2% |