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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 | $78,289 | $108,942-28.1% | $100,415-22.0% | $145,897-46.3% |
| Participation rate | 38.9% | 83.0%-44.1pp | 81.5%-42.6pp | 80.3%-41.4pp |
| Annual return | 17.19% | 58.27%-41.1pp | 49.47%-32.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $475 | $4,422-89.3% | $3,943-88.0% | $4,663-89.8% |
| Participant deferral / active EE | $953 | $8,461-88.7% | $8,091-88.2% | $6,689-85.7% |
| Admin fee / account holder | $529 | $9,702-94.5% | $7,906-93.3% | $13,390-96.0% |