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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 | $49,538 | $107,368-53.9% | $92,915-46.7% | $152,909-67.6% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.5%-20.0pp |
| Annual return | 22.40% | 145.64%-123.2pp | 109.45%-87.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $1,132 | $4,222-73.2% | $3,653-69.0% | $4,764-76.2% |
| Participant deferral / active EE | $1,210 | $4,848-75.0% | $4,238-71.4% | $5,851-79.3% |
| Admin fee / account holder | $2,614 | $7,082-63.1% | $5,796-54.9% | $11,601-77.5% |