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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 | $60,058 | $125,778-52.3% | $114,563-47.6% | $154,746-61.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 18.39% | 295.14%-276.7pp | 241.09%-222.7pp | 172.34%-153.9pp |
| Employer contribution / active EE | $244 | $2,806-91.3% | $2,592-90.6% | $4,379-94.4% |
| Participant deferral / active EE | $5 | $4,445-99.9% | $4,142-99.9% | $6,730-99.9% |
| Admin fee / account holder | $489 | $8,190-94.0% | $7,623-93.6% | $14,365-96.6% |