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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 | $84,557 | $81,208+4.1% | $98,916-14.5% | $79,858+5.9% |
| Participation rate | 63.0% | 72.5%-9.5pp | 76.0%-13.0pp | 69.6%-6.6pp |
| Annual return | 12.75% | 60.99%-48.2pp | 196.45%-183.7pp | 31.72%-19.0pp |
| Employer contribution / active EE | $1,120 | $1,960-42.9% | $2,689-58.4% | $2,471-54.7% |
| Participant deferral / active EE | $1,357 | $3,265-58.4% | $4,245-68.0% | $3,740-63.7% |
| Admin fee / account holder | $821 | $6,013-86.3% | $6,642-87.6% | $5,306-84.5% |