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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 | $79,233 | $166,131-52.3% | $164,975-52.0% | $145,877-45.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 14.43% | 100.37%-85.9pp | 70.12%-55.7pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,136 | $5,276-78.5% | $4,343-73.8% | $4,663-75.6% |
| Participant deferral / active EE | $1,869 | $6,962-73.2% | $6,033-69.0% | $6,691-72.1% |
| Admin fee / account holder | $1,899 | $16,648-88.6% | $12,688-85.0% | $13,402-85.8% |