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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 | $73,551 | $108,897-32.5% | $100,378-26.7% | $145,877-49.6% |
| Participation rate | 22.7% | 83.0%-60.2pp | 81.5%-58.8pp | 80.3%-57.6pp |
| Annual return | 21.94% | 58.17%-36.2pp | 49.41%-27.5pp | 551.28%-529.3pp |
| Employer contribution / active EE | $507 | $4,420-88.5% | $3,942-87.1% | $4,663-89.1% |
| Participant deferral / active EE | $1,912 | $8,455-77.4% | $8,087-76.4% | $6,691-71.4% |
| Admin fee / account holder | $2,917 | $9,690-69.9% | $7,899-63.1% | $13,402-78.2% |