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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 | $50,442 | $180,749-72.1% | $160,784-68.6% | $137,256-63.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 24.92% | 2234.46%-2209.5pp | 1803.92%-1779.0pp | 220.34%-195.4pp |
| Employer contribution / active EE | $6,741 | $4,155+62.2% | $3,733+80.6% | $4,156+62.2% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $463 | $10,397-95.5% | $9,717-95.2% | $12,270-96.2% |