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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 | $59,848 | $289,211-79.3% | $260,467-77.0% | $198,609-69.9% |
| Participation rate | 66.7% | 83.1%-16.4pp | 80.5%-13.8pp | 82.4%-15.7pp |
| Annual return | 13.32% | 112.90%-99.6pp | 100.60%-87.3pp | 202.70%-189.4pp |
| Employer contribution / active EE | $2,314 | $4,663-50.4% | $4,239-45.4% | $5,055-54.2% |
| Participant deferral / active EE | $924 | $6,812-86.4% | $6,319-85.4% | $6,977-86.8% |
| Admin fee / account holder | $2,280 | $16,236-86.0% | $15,461-85.3% | $19,030-88.0% |