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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 | $54,332 | $165,381-67.1% | $149,730-63.7% | $158,966-65.8% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 10.61% | 348.29%-337.7pp | 276.70%-266.1pp | 302.95%-292.3pp |
| Employer contribution / active EE | $19,783 | $5,104+287.6% | $4,645+325.9% | $4,762+315.4% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $610 | $10,809-94.4% | $9,310-93.5% | $11,250-94.6% |