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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 | $102,605 | $108,882-5.8% | $96,754+6.0% | $154,746-33.7% |
| Participation rate | 45.5% | 75.1%-29.6pp | 70.3%-24.8pp | 80.7%-35.2pp |
| Annual return | 15.50% | 98.39%-82.9pp | 82.04%-66.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $687 | $3,018-77.2% | $2,679-74.4% | $4,379-84.3% |
| Participant deferral / active EE | $723 | $5,323-86.4% | $4,758-84.8% | $6,730-89.3% |
| Admin fee / account holder | $1,629 | $10,200-84.0% | $8,905-81.7% | $14,365-88.7% |