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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 | $81,549 | $148,623-45.1% | $135,974-40.0% | $139,466-41.5% |
| Participation rate | 68.4% | 83.9%-15.4pp | 81.9%-13.5pp | 80.3%-11.9pp |
| Annual return | 16.55% | 79.30%-62.7pp | 68.30%-51.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,480 | $5,246-71.8% | $4,859-69.5% | $4,754-68.9% |
| Participant deferral / active EE | $2,475 | $8,103-69.5% | $7,760-68.1% | $6,712-63.1% |
| Admin fee / account holder | $4,559 | $12,406-63.3% | $10,767-57.7% | $11,409-60.0% |