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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 | $38,765 | $63,346-38.8% | $92,240-58.0% | $70,126-44.7% |
| Participation rate | 42.3% | 68.7%-26.4pp | 76.5%-34.2pp | 69.5%-27.2pp |
| Annual return | 14.71% | 530.19%-515.5pp | 176.29%-161.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $623 | $2,471-74.8% | $3,680-83.1% | $2,343-73.4% |
| Participant deferral / active EE | $1,062 | $2,854-62.8% | $3,897-72.7% | $3,332-68.1% |
| Admin fee / account holder | $1,041 | $3,841-72.9% | $5,194-80.0% | $4,645-77.6% |