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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 | $78,045 | $125,190-37.7% | $105,624-26.1% | $145,897-46.5% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.99% | 225.22%-213.2pp | 116.20%-104.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,405 | $3,720-62.2% | $3,168-55.6% | $4,663-69.9% |
| Participant deferral / active EE | $1,405 | $5,716-75.4% | $5,013-72.0% | $6,689-79.0% |
| Admin fee / account holder | $1,150 | $17,138-93.3% | $10,961-89.5% | $13,390-91.4% |