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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 | $51,174 | $181,062-71.7% | $158,223-67.7% | $155,188-67.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 15.46% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.4pp |
| Employer contribution / active EE | $1,415 | $4,565-69.0% | $4,109-65.6% | $4,248-66.7% |
| Participant deferral / active EE | $1,778 | $6,134-71.0% | $5,467-67.5% | $6,531-72.8% |
| Admin fee / account holder | $4,995 | $18,825-73.5% | $16,047-68.9% | $14,480-65.5% |