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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 | $51,464 | $107,353-52.1% | $92,903-44.6% | $152,885-66.3% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 19.20% | 145.62%-126.4pp | 109.43%-90.2pp | 345.39%-326.2pp |
| Employer contribution / active EE | $809 | $4,222-80.8% | $3,653-77.9% | $4,763-83.0% |
| Participant deferral / active EE | $943 | $4,848-80.5% | $4,238-77.7% | $5,851-83.9% |
| Admin fee / account holder | $1,084 | $7,081-84.7% | $5,795-81.3% | $11,598-90.7% |