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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 | $172,059 | $225,673-23.8% | $203,872-15.6% | $155,188+10.9% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 16.04% | 95.91%-79.9pp | 85.11%-69.1pp | 148.84%-132.8pp |
| Employer contribution / active EE | $433 | $4,099-89.4% | $3,757-88.5% | $4,248-89.8% |
| Participant deferral / active EE | $433 | $6,893-93.7% | $6,388-93.2% | $6,531-93.4% |
| Admin fee / account holder | $3,300 | $12,327-73.2% | $11,730-71.9% | $14,480-77.2% |