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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 | $65,924 | $109,908-40.0% | $97,161-32.1% | $145,978-54.8% |
| Participation rate | 36.4% | 75.9%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 15.97% | 243.80%-227.8pp | 75.36%-59.4pp | 550.52%-534.5pp |
| Employer contribution / active EE | $371 | $3,077-88.0% | $2,723-86.4% | $4,662-92.0% |
| Participant deferral / active EE | $438 | $4,679-90.6% | $4,265-89.7% | $6,690-93.5% |
| Admin fee / account holder | $469 | $6,213-92.5% | $5,647-91.7% | $13,400-96.5% |