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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 | $89,092 | $217,427-59.0% | $185,837-52.1% | $167,518-46.8% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 18.16% | 148.39%-130.2pp | 122.08%-103.9pp | 478.71%-460.6pp |
| Employer contribution / active EE | $5,195 | $5,874-11.6% | $5,168+0.5% | $4,838+7.4% |
| Participant deferral / active EE | $350 | $6,357-94.5% | $5,568-93.7% | $6,342-94.5% |
| Admin fee / account holder | $2,320 | $19,816-88.3% | $16,241-85.7% | $12,312-81.2% |