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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 | $66,198 | $183,539-63.9% | $155,556-57.4% | $145,897-54.6% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 30.82% | 61.31%-30.5pp | 64.84%-34.0pp | 552.29%-521.5pp |
| Employer contribution / active EE | $3,173 | $5,315-40.3% | $4,675-32.1% | $4,663-31.9% |
| Participant deferral / active EE | $1,774 | $6,467-72.6% | $5,631-68.5% | $6,689-73.5% |
| Admin fee / account holder | $14,074 | $19,275-27.0% | $15,885-11.4% | $13,390+5.1% |