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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 | $117,974 | $100,279+17.6% | $81,353+45.0% | $145,884-19.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 69.5%-2.9pp | 80.3%-13.6pp |
| Annual return | 7.90% | 34.49%-26.6pp | 24.82%-16.9pp | 551.85%-543.9pp |
| Employer contribution / active EE | $535 | $2,979-82.1% | $2,464-78.3% | $4,662-88.5% |
| Participant deferral / active EE | $536 | $4,611-88.4% | $3,885-86.2% | $6,690-92.0% |
| Admin fee / account holder | $4,741 | $8,206-42.2% | $5,766-17.8% | $13,392-64.6% |