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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 | $78,662 | $169,356-53.6% | $129,406-39.2% | $145,897-46.1% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 11.97% | 14418.62%-14406.6pp | 9468.18%-9456.2pp | 552.29%-540.3pp |
| Employer contribution / active EE | $714 | $5,542-87.1% | $4,155-82.8% | $4,663-84.7% |
| Participant deferral / active EE | $309 | $4,987-93.8% | $4,167-92.6% | $6,689-95.4% |
| Admin fee / account holder | $536 | $9,915-94.6% | $7,689-93.0% | $13,390-96.0% |