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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 | $137,262 | $166,089-17.4% | $164,928-16.8% | $145,978-6.0% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 20.01% | 100.26%-80.2pp | 70.08%-50.1pp | 550.52%-530.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,233 | $6,961-82.3% | $6,034-79.6% | $6,690-81.6% |
| Admin fee / account holder | $13,696 | $16,641-17.7% | $12,684+8.0% | $13,400+2.2% |