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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 | $87,091 | $165,361-47.3% | $149,715-41.8% | $158,950-45.2% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 15.48% | 348.24%-332.8pp | 276.66%-261.2pp | 302.91%-287.4pp |
| Employer contribution / active EE | $994 | $5,103-80.5% | $4,645-78.6% | $4,762-79.1% |
| Participant deferral / active EE | $1,837 | $7,182-74.4% | $6,842-73.2% | $5,983-69.3% |
| Admin fee / account holder | $8,333 | $10,808-22.9% | $9,310-10.5% | $11,248-25.9% |