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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 | $51,262 | $48,364+6.0% | $71,796-28.6% | $62,881-18.5% |
| Participation rate | 25.0% | 60.6%-35.6pp | 69.1%-44.1pp | 69.3%-44.3pp |
| Annual return | 8.79% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $377 | $1,042-63.8% | $1,924-80.4% | $2,281-83.5% |
| Participant deferral / active EE | $585 | $2,091-72.0% | $2,794-79.1% | $3,203-81.7% |
| Admin fee / account holder | $502 | $3,771-86.7% | $4,815-89.6% | $4,296-88.3% |