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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 | $55,821 | $166,131-66.4% | $164,975-66.2% | $145,877-61.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.29% | 100.37%-86.1pp | 70.12%-55.8pp | 551.28%-537.0pp |
| Employer contribution / active EE | $1,434 | $5,276-72.8% | $4,343-67.0% | $4,663-69.2% |
| Participant deferral / active EE | $1,753 | $6,962-74.8% | $6,033-71.0% | $6,691-73.8% |
| Admin fee / account holder | $10,431 | $16,648-37.3% | $12,688-17.8% | $13,402-22.2% |