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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 | $40,138 | $118,869-66.2% | $96,575-58.4% | $167,518-76.0% |
| Participation rate | 54.5% | 75.5%-20.9pp | 69.8%-15.3pp | 82.1%-27.6pp |
| Annual return | 19.56% | 50.49%-30.9pp | 37.79%-18.2pp | 478.71%-459.2pp |
| Employer contribution / active EE | $876 | $3,120-71.9% | $2,357-62.8% | $4,838-81.9% |
| Participant deferral / active EE | $1,030 | $4,616-77.7% | $3,849-73.2% | $6,342-83.8% |
| Admin fee / account holder | $2,088 | $8,067-74.1% | $6,182-66.2% | $12,312-83.0% |