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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 | $208,088-71.2% | $186,193-67.9% | $154,746-61.3% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 13.32% | 89.97%-76.6pp | 78.03%-64.7pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,314 | $4,340-46.7% | $3,918-40.9% | $4,379-47.2% |
| Participant deferral / active EE | $924 | $7,078-86.9% | $6,513-85.8% | $6,730-86.3% |
| Admin fee / account holder | $2,280 | $11,698-80.5% | $11,058-79.4% | $14,365-84.1% |