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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 | $39,514 | $112,112-64.8% | $95,956-58.8% | $158,950-75.1% |
| Participation rate | 44.4% | 79.0%-34.5pp | 77.1%-32.6pp | 82.0%-37.5pp |
| Annual return | 8.07% | 171.15%-163.1pp | 91.63%-83.6pp | 302.91%-294.8pp |
| Employer contribution / active EE | $967 | $3,199-69.8% | $2,541-62.0% | $4,762-79.7% |
| Participant deferral / active EE | $1,337 | $4,784-72.0% | $4,167-67.9% | $5,983-77.6% |
| Admin fee / account holder | $5,427 | $10,134-46.4% | $6,797-20.2% | $11,248-51.8% |