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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 | $88,632 | $183,592-51.7% | $155,574-43.0% | $145,877-39.2% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 12.93% | 61.37%-48.4pp | 64.87%-51.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,257 | $5,317-76.4% | $4,676-73.1% | $4,663-73.0% |
| Participant deferral / active EE | $1,257 | $6,466-80.6% | $5,629-77.7% | $6,691-81.2% |
| Admin fee / account holder | $913 | $19,316-95.3% | $15,914-94.3% | $13,402-93.2% |