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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 | $62,571 | $139,948-55.3% | $121,663-48.6% | $154,746-59.6% |
| Participation rate | 62.5% | 78.0%-15.5pp | 74.5%-12.0pp | 80.7%-18.2pp |
| Annual return | 71.14% | 230.52%-159.4pp | 147.54%-76.4pp | 172.34%-101.2pp |
| Employer contribution / active EE | $1,149 | $3,521-67.4% | $3,020-62.0% | $4,379-73.8% |
| Participant deferral / active EE | $1,612 | $5,629-71.4% | $4,887-67.0% | $6,730-76.0% |
| Admin fee / account holder | $355 | $17,321-97.9% | $14,289-97.5% | $14,365-97.5% |