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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 | $60,507 | $108,911-44.4% | $100,392-39.7% | $145,884-58.5% |
| Participation rate | 38.1% | 83.0%-44.9pp | 81.5%-43.4pp | 80.3%-42.2pp |
| Annual return | 18.39% | 58.23%-39.8pp | 49.45%-31.1pp | 551.85%-533.5pp |
| Employer contribution / active EE | $385 | $4,420-91.3% | $3,941-90.2% | $4,662-91.8% |
| Participant deferral / active EE | $1,316 | $8,459-84.4% | $8,090-83.7% | $6,690-80.3% |
| Admin fee / account holder | $787 | $9,698-91.9% | $7,904-90.0% | $13,392-94.1% |