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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 | $111,667 | $165,361-32.5% | $149,715-25.4% | $158,950-29.7% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 18.54% | 348.24%-329.7pp | 276.66%-258.1pp | 302.91%-284.4pp |
| Employer contribution / active EE | $912 | $5,103-82.1% | $4,645-80.4% | $4,762-80.8% |
| Participant deferral / active EE | $1,980 | $7,182-72.4% | $6,842-71.1% | $5,983-66.9% |
| Admin fee / account holder | $1,003 | $10,808-90.7% | $9,310-89.2% | $11,248-91.1% |