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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 | $102,528 | $183,592-44.2% | $155,574-34.1% | $145,877-29.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.06% | 61.37%-47.3pp | 64.87%-50.8pp | 551.28%-537.2pp |
| Employer contribution / active EE | $6,600 | $5,317+24.1% | $4,676+41.2% | $4,663+41.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $392 | $19,316-98.0% | $15,914-97.5% | $13,402-97.1% |