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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 | $65,470 | $118,708-44.8% | $98,920-33.8% | $158,966-58.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 14.43% | 372.49%-358.1pp | 196.47%-182.0pp | 302.95%-288.5pp |
| Employer contribution / active EE | $921 | $3,334-72.4% | $2,689-65.7% | $4,762-80.7% |
| Participant deferral / active EE | $1,263 | $5,089-75.2% | $4,245-70.3% | $5,983-78.9% |
| Admin fee / account holder | $2,249 | $10,134-77.8% | $6,643-66.1% | $11,250-80.0% |