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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 | $55,648 | $226,105-75.4% | $182,540-69.5% | $152,897-63.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 17.07% | 192.58%-175.5pp | 148.58%-131.5pp | 345.43%-328.4pp |
| Employer contribution / active EE | $767 | $4,978-84.6% | $4,076-81.2% | $4,764-83.9% |
| Participant deferral / active EE | $1,005 | $6,370-84.2% | $5,525-81.8% | $5,851-82.8% |
| Admin fee / account holder | $1,944 | $10,706-81.8% | $8,593-77.4% | $11,599-83.2% |