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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 | $50,107 | $112,915-55.6% | $90,965-44.9% | $158,950-68.5% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | 14.43% | 215.75%-201.3pp | 134.57%-120.1pp | 302.91%-288.5pp |
| Employer contribution / active EE | $455 | $2,894-84.3% | $2,122-78.6% | $4,762-90.4% |
| Participant deferral / active EE | $604 | $4,128-85.4% | $3,373-82.1% | $5,983-89.9% |
| Admin fee / account holder | $15,466 | $8,044+92.3% | $5,960+159.5% | $11,248+37.5% |