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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 | $53,349 | $97,729-45.4% | $83,830-36.4% | $135,379-60.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | 6.48% | 1287.52%-1281.0pp | 850.97%-844.5pp | 519.79%-513.3pp |
| Employer contribution / active EE | $825 | $4,222-80.5% | $3,631-77.3% | $4,779-82.7% |
| Participant deferral / active EE | $720 | $4,683-84.6% | $4,082-82.4% | $5,609-87.2% |
| Admin fee / account holder | $1,984 | $6,674-70.3% | $5,479-63.8% | $10,828-81.7% |