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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 | $42,977 | $144,130-70.2% | $117,860-63.5% | $147,585-70.9% |
| Participation rate | 53.3% | 83.4%-30.1pp | 79.7%-26.3pp | 82.8%-29.5pp |
| Annual return | 13.84% | 531.20%-517.4pp | 335.10%-321.3pp | 578.58%-564.7pp |
| Employer contribution / active EE | $967 | $4,897-80.2% | $3,786-74.4% | $4,876-80.2% |
| Participant deferral / active EE | $1,479 | $5,316-72.2% | $4,482-67.0% | $5,439-72.8% |
| Admin fee / account holder | $417 | $10,887-96.2% | $8,021-94.8% | $10,886-96.2% |