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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 | $116,939 | $183,539-36.3% | $155,556-24.8% | $145,897-19.8% |
| Participation rate | 61.1% | 82.7%-21.6pp | 78.2%-17.1pp | 80.3%-19.2pp |
| Annual return | 14.89% | 61.31%-46.4pp | 64.84%-50.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $3,629 | $5,315-31.7% | $4,675-22.4% | $4,663-22.2% |
| Participant deferral / active EE | $1,592 | $6,467-75.4% | $5,631-71.7% | $6,689-76.2% |
| Admin fee / account holder | $2,744 | $19,275-85.8% | $15,885-82.7% | $13,390-79.5% |