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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 | $49,235 | $95,415-48.4% | $185,851-73.5% | $85,851-42.7% |
| Participation rate | 54.1% | 68.8%-14.7pp | 81.7%-27.7pp | 69.3%-15.3pp |
| Annual return | 15.84% | 23.59%-7.8pp | 122.11%-106.3pp | 318.63%-302.8pp |
| Employer contribution / active EE | $2,426 | $3,314-26.8% | $5,168-53.1% | $2,565-5.4% |
| Participant deferral / active EE | $842 | $3,424-75.4% | $5,569-84.9% | $3,952-78.7% |
| Admin fee / account holder | $1,914 | $7,215-73.5% | $16,245-88.2% | $6,261-69.4% |