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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 | $52,028 | $65,961-21.1% | $180,320-71.1% | $94,015-44.7% |
| Participation rate | 10.0% | 61.3%-51.3pp | 71.5%-61.5pp | 70.8%-60.8pp |
| Annual return | 13.89% | 14.27%-0.4pp | 778.54%-764.7pp | 17.84%-4.0pp |
| Employer contribution / active EE | $452 | $1,737-74.0% | $4,108-89.0% | $2,790-83.8% |
| Participant deferral / active EE | $519 | $3,003-82.7% | $4,304-87.9% | $4,249-87.8% |
| Admin fee / account holder | $513 | $4,901-89.5% | $10,000-94.9% | $8,951-94.3% |