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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 | $93,181 | $132,634-29.7% | $115,768-19.5% | $137,256-32.1% |
| Participation rate | 29.2% | 77.9%-48.7pp | 74.4%-45.2pp | 80.0%-50.8pp |
| Annual return | 14.21% | 160.70%-146.5pp | 100.46%-86.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $889 | $3,360-73.5% | $2,940-69.8% | $4,156-78.6% |
| Participant deferral / active EE | $884 | $5,619-84.3% | $4,917-82.0% | $6,407-86.2% |
| Admin fee / account holder | $410 | $15,028-97.3% | $12,439-96.7% | $12,270-96.7% |