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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 | $51,346 | $108,825-52.8% | $156,181-67.1% | $82,448-37.7% |
| Participation rate | 61.7% | 72.4%-10.7pp | 78.8%-17.1pp | 68.1%-6.4pp |
| Annual return | 83.83% | 20.59%+63.2pp | 64.87%+19.0pp | 41.64%+42.2pp |
| Employer contribution / active EE | $1,071 | $2,870-62.7% | $4,294-75.1% | $2,551-58.0% |
| Participant deferral / active EE | $1,809 | $4,577-60.5% | $6,132-70.5% | $4,139-56.3% |
| Admin fee / account holder | $10,653 | $9,341+14.1% | $14,586-27.0% | $7,234+47.3% |