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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 | $55,648 | $102,393-45.7% | $147,041-62.2% | $80,911-31.2% |
| Participation rate | 51.7% | 75.9%-24.1pp | 82.2%-30.4pp | 67.6%-15.9pp |
| Annual return | 25.40% | 134.95%-109.5pp | 419.21%-393.8pp | 35.63%-10.2pp |
| Employer contribution / active EE | $1,549 | $3,715-58.3% | $4,935-68.6% | $2,756-43.8% |
| Participant deferral / active EE | $2,144 | $6,647-67.8% | $8,071-73.4% | $4,297-50.1% |
| Admin fee / account holder | $2,126 | $7,943-73.2% | $13,006-83.7% | $6,935-69.3% |