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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 | $82,499 | $185,312-55.5% | $161,489-48.9% | $154,746-46.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 19.99% | 103.84%-83.9pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $4,040 | $4,769-15.3% | $4,268-5.4% | $4,379-7.7% |
| Participant deferral / active EE | $1,080 | $6,350-83.0% | $5,630-80.8% | $6,730-83.9% |
| Admin fee / account holder | $803 | $18,654-95.7% | $16,006-95.0% | $14,365-94.4% |