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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 | $114,436 | $91,559+25.0% | $133,959-14.6% | $79,858+43.3% |
| Participation rate | 36.4% | 73.3%-37.0pp | 79.8%-43.5pp | 69.6%-33.3pp |
| Annual return | 12.27% | 61.85%-49.6pp | 45.09%-32.8pp | 31.72%-19.5pp |
| Employer contribution / active EE | $587 | $2,384-75.4% | $3,919-85.0% | $2,471-76.2% |
| Participant deferral / active EE | $1,065 | $3,734-71.5% | $5,047-78.9% | $3,740-71.5% |
| Admin fee / account holder | $6,474 | $6,321+2.4% | $8,928-27.5% | $5,306+22.0% |