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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 | $148,137 | $171,492-13.6% | $150,734-1.7% | $198,609-25.4% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 12.31% | 804.70%-792.4pp | 600.81%-588.5pp | 202.70%-190.4pp |
| Employer contribution / active EE | $1,401 | $5,470-74.4% | $4,918-71.5% | $5,055-72.3% |
| Participant deferral / active EE | $2,466 | $6,259-60.6% | $5,610-56.0% | $6,977-64.6% |
| Admin fee / account holder | $3,199 | $17,628-81.9% | $14,905-78.5% | $19,030-83.2% |