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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 | $33,050 | $114,119-71.0% | $107,187-69.2% | $138,895-76.2% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 79.9%-24.4pp |
| Annual return | 14.40% | 273.21%-258.8pp | 204.55%-190.1pp | 145.39%-131.0pp |
| Employer contribution / active EE | $1,665 | $4,059-59.0% | $3,782-56.0% | $4,194-60.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,832 | $10,024-71.7% | $9,162-69.1% | $12,562-77.5% |