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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 | $51,664 | $183,627-71.9% | $155,602-66.8% | $145,978-64.6% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.3pp | 80.3%-27.4pp |
| Annual return | 9.35% | 61.32%-52.0pp | 64.81%-55.5pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,045 | $5,316-80.3% | $4,675-77.6% | $4,662-77.6% |
| Participant deferral / active EE | $1,671 | $6,466-74.2% | $5,629-70.3% | $6,690-75.0% |
| Admin fee / account holder | $6,049 | $19,327-68.7% | $15,923-62.0% | $13,400-54.9% |