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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 | $72,279 | $175,257-58.8% | $149,717-51.7% | $139,456-48.2% |
| Participation rate | 61.5% | 83.4%-21.9pp | 78.8%-17.2pp | 80.3%-18.8pp |
| Annual return | 18.27% | 166.70%-148.4pp | 134.41%-116.1pp | 373.45%-355.2pp |
| Employer contribution / active EE | $5,689 | $5,477+3.9% | $4,820+18.0% | $4,753+19.7% |
| Participant deferral / active EE | $782 | $6,521-88.0% | $5,682-86.2% | $6,711-88.4% |
| Admin fee / account holder | $457 | $16,156-97.2% | $13,213-96.5% | $11,407-96.0% |