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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 | $145,169 | $125,237+15.9% | $105,608+37.5% | $145,877-0.5% |
| Participation rate | 66.7% | 77.7%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 12.62% | 225.76%-213.1pp | 116.50%-103.9pp | 551.28%-538.7pp |
| Employer contribution / active EE | $899 | $3,720-75.8% | $3,167-71.6% | $4,663-80.7% |
| Participant deferral / active EE | $973 | $5,711-83.0% | $5,010-80.6% | $6,691-85.5% |
| Admin fee / account holder | $728 | $17,287-95.8% | $11,028-93.4% | $13,402-94.6% |