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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 | $50,876 | $108,911-53.3% | $100,392-49.3% | $145,884-65.1% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 14.59% | 58.23%-43.6pp | 49.45%-34.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $460 | $4,420-89.6% | $3,941-88.3% | $4,662-90.1% |
| Participant deferral / active EE | $644 | $8,459-92.4% | $8,090-92.0% | $6,690-90.4% |
| Admin fee / account holder | $2,914 | $9,698-70.0% | $7,904-63.1% | $13,392-78.2% |