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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 | $47,993 | $171,492-72.0% | $150,734-68.2% | $198,609-75.8% |
| Participation rate | 60.0% | 81.4%-21.4pp | 78.4%-18.4pp | 82.4%-22.4pp |
| Annual return | 12.68% | 804.70%-792.0pp | 600.81%-588.1pp | 202.70%-190.0pp |
| Employer contribution / active EE | $1,417 | $5,470-74.1% | $4,918-71.2% | $5,055-72.0% |
| Participant deferral / active EE | $2,348 | $6,259-62.5% | $5,610-58.1% | $6,977-66.3% |
| Admin fee / account holder | $1,101 | $17,628-93.8% | $14,905-92.6% | $19,030-94.2% |