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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 | $51,524 | $157,304-67.2% | $141,197-63.5% | $152,909-66.3% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 21.13% | 64.34%-43.2pp | 71.41%-50.3pp | 345.46%-324.3pp |
| Employer contribution / active EE | $1,085 | $5,263-79.4% | $4,736-77.1% | $4,764-77.2% |
| Participant deferral / active EE | $1,085 | $7,111-84.7% | $6,710-83.8% | $5,851-81.4% |
| Admin fee / account holder | $3,569 | $12,126-70.6% | $10,265-65.2% | $11,601-69.2% |