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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 | $42,818 | $185,312-76.9% | $161,489-73.5% | $154,746-72.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 13.10% | 103.84%-90.7pp | 89.72%-76.6pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,638 | $4,769-65.6% | $4,268-61.6% | $4,379-62.6% |
| Participant deferral / active EE | $1,640 | $6,350-74.2% | $5,630-70.9% | $6,730-75.6% |
| Admin fee / account holder | $6,061 | $18,654-67.5% | $16,006-62.1% | $14,365-57.8% |