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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 | $50,915 | $185,312-72.5% | $161,489-68.5% | $154,746-67.1% |
| Participation rate | 47.1% | 82.5%-35.4pp | 78.7%-31.6pp | 80.7%-33.6pp |
| Annual return | 13.57% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,338 | $4,769-71.9% | $4,268-68.6% | $4,379-69.4% |
| Participant deferral / active EE | $1,374 | $6,350-78.4% | $5,630-75.6% | $6,730-79.6% |
| Admin fee / account holder | $2,489 | $18,654-86.7% | $16,006-84.4% | $14,365-82.7% |