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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 | $225,673-73.5% | $203,872-70.6% | $155,188-61.4% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 13.32% | 95.91%-82.6pp | 85.11%-71.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $2,314 | $4,099-43.5% | $3,757-38.4% | $4,248-45.5% |
| Participant deferral / active EE | $924 | $6,893-86.6% | $6,388-85.5% | $6,531-85.8% |
| Admin fee / account holder | $2,280 | $12,327-81.5% | $11,730-80.6% | $14,480-84.3% |