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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 | $96,456 | $108,942-11.5% | $100,415-3.9% | $145,897-33.9% |
| Participation rate | 42.9% | 83.0%-40.1pp | 81.5%-38.7pp | 80.3%-37.4pp |
| Annual return | 11.61% | 58.27%-46.7pp | 49.47%-37.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $762 | $4,422-82.8% | $3,943-80.7% | $4,663-83.7% |
| Participant deferral / active EE | $2,151 | $8,461-74.6% | $8,091-73.4% | $6,689-67.8% |
| Admin fee / account holder | $7,285 | $9,702-24.9% | $7,906-7.9% | $13,390-45.6% |