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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 | $58,059 | $175,231-66.9% | $149,696-61.2% | $139,466-58.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.11% | 166.77%-150.7pp | 134.46%-118.3pp | 373.66%-357.6pp |
| Employer contribution / active EE | $1,808 | $5,478-67.0% | $4,821-62.5% | $4,754-62.0% |
| Participant deferral / active EE | $1,643 | $6,521-74.8% | $5,682-71.1% | $6,712-75.5% |
| Admin fee / account holder | $2,928 | $16,155-81.9% | $13,212-77.8% | $11,409-74.3% |