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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 | $95,672 | $81,208+17.8% | $98,916-3.3% | $79,858+19.8% |
| Participation rate | 63.3% | 72.5%-9.2pp | 76.0%-12.7pp | 69.6%-6.3pp |
| Annual return | 18.16% | 60.99%-42.8pp | 196.45%-178.3pp | 31.72%-13.6pp |
| Employer contribution / active EE | $872 | $1,960-55.5% | $2,689-67.6% | $2,471-64.7% |
| Participant deferral / active EE | $1,129 | $3,265-65.4% | $4,245-73.4% | $3,740-69.8% |
| Admin fee / account holder | $3,640 | $6,013-39.5% | $6,642-45.2% | $5,306-31.4% |