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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 | $67,743 | $142,354-52.4% | $125,529-46.0% | $155,188-56.3% |
| Participation rate | 31.3% | 78.1%-46.8pp | 74.7%-43.5pp | 80.8%-49.6pp |
| Annual return | 12.99% | 306.06%-293.1pp | 202.56%-189.6pp | 148.84%-135.8pp |
| Employer contribution / active EE | $955 | $3,501-72.7% | $3,058-68.8% | $4,248-77.5% |
| Participant deferral / active EE | $985 | $5,491-82.1% | $4,813-79.5% | $6,531-84.9% |
| Admin fee / account holder | $7,862 | $19,392-59.5% | $16,298-51.8% | $14,480-45.7% |