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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 | $55,680 | $49,138+13.3% | $84,021-33.7% | $65,185-14.6% |
| Participation rate | 23.0% | 60.7%-37.7pp | 69.0%-46.0pp | 70.2%-47.2pp |
| Annual return | 121.61% | 23.00%+98.6pp | 71.32%+50.3pp | 29.38%+92.2pp |
| Employer contribution / active EE | $300 | $914-67.2% | $1,984-84.9% | $2,177-86.2% |
| Participant deferral / active EE | $997 | $2,397-58.4% | $3,239-69.2% | $3,514-71.6% |
| Admin fee / account holder | $2,096 | $543+285.7% | $6,102-65.7% | $847+147.4% |