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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 | $52,491 | $165,381-68.3% | $149,730-64.9% | $158,966-67.0% |
| Participation rate | 52.2% | 84.6%-32.4pp | 82.5%-30.3pp | 82.0%-29.8pp |
| Annual return | 14.04% | 348.29%-334.3pp | 276.70%-262.7pp | 302.95%-288.9pp |
| Employer contribution / active EE | $1,456 | $5,104-71.5% | $4,645-68.7% | $4,762-69.4% |
| Participant deferral / active EE | $2,015 | $7,182-71.9% | $6,843-70.6% | $5,983-66.3% |
| Admin fee / account holder | $4,015 | $10,809-62.9% | $9,310-56.9% | $11,250-64.3% |