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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 | $63,223 | $111,535-43.3% | $105,223-39.9% | $137,256-53.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.74% | 237.85%-223.1pp | 180.65%-165.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $7,883 | $3,939+100.1% | $3,689+113.7% | $4,156+89.7% |
| Participant deferral / active EE | $619 | $5,500-88.7% | $5,072-87.8% | $6,407-90.3% |
| Admin fee / account holder | $7,684 | $9,721-21.0% | $8,859-13.3% | $12,270-37.4% |