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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 | $49,777 | $106,923-53.4% | $84,023-40.8% | $152,909-67.4% |
| Participation rate | 55.6% | 75.3%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 15.57% | 105.02%-89.4pp | 71.32%-55.7pp | 345.46%-329.9pp |
| Employer contribution / active EE | $740 | $2,735-73.0% | $1,984-62.7% | $4,764-84.5% |
| Participant deferral / active EE | $959 | $4,013-76.1% | $3,239-70.4% | $5,851-83.6% |
| Admin fee / account holder | $501 | $8,289-94.0% | $6,102-91.8% | $11,601-95.7% |