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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 | $36,928 | $129,737-71.5% | $119,126-69.0% | $154,746-76.1% |
| Participation rate | 53.8% | 78.9%-25.0pp | 75.8%-21.9pp | 80.7%-26.9pp |
| Annual return | 19.92% | 379.08%-359.2pp | 282.11%-262.2pp | 172.34%-152.4pp |
| Employer contribution / active EE | $2,796 | $4,375-36.1% | $4,034-30.7% | $4,379-36.2% |
| Participant deferral / active EE | $392 | $5,842-93.3% | $5,318-92.6% | $6,730-94.2% |
| Admin fee / account holder | $469 | $11,961-96.1% | $10,693-95.6% | $14,365-96.7% |