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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 | $63,968 | $134,817-52.6% | $123,973-48.4% | $155,188-58.8% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 13.14% | 515.49%-502.4pp | 388.13%-375.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,079 | $4,425-75.6% | $4,126-73.9% | $4,248-74.6% |
| Participant deferral / active EE | $1,128 | $5,706-80.2% | $5,247-78.5% | $6,531-82.7% |
| Admin fee / account holder | $2,879 | $13,245-78.3% | $11,799-75.6% | $14,480-80.1% |