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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 | $87,569 | $104,709-16.4% | $85,705+2.2% | $167,553-47.7% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.9%-19.9pp | 82.1%-32.1pp |
| Annual return | 12.87% | 21.45%-8.6pp | 21.49%-8.6pp | 478.89%-466.0pp |
| Employer contribution / active EE | $487 | $3,338-85.4% | $2,619-81.4% | $4,840-89.9% |
| Participant deferral / active EE | $643 | $4,827-86.7% | $3,924-83.6% | $6,343-89.9% |
| Admin fee / account holder | $12,149 | $10,036+21.0% | $6,877+76.7% | $12,316-1.4% |