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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 | $67,733 | $63,342+6.9% | $92,236-26.6% | $70,131-3.4% |
| Participation rate | 27.8% | 68.7%-40.9pp | 76.5%-48.7pp | 69.5%-41.8pp |
| Annual return | 15.55% | 530.15%-514.6pp | 176.29%-160.7pp | 73.14%-57.6pp |
| Employer contribution / active EE | $648 | $2,471-73.8% | $3,679-82.4% | $2,342-72.3% |
| Participant deferral / active EE | $1,062 | $2,854-62.8% | $3,897-72.8% | $3,332-68.1% |
| Admin fee / account holder | $3,322 | $3,840-13.5% | $5,194-36.0% | $4,645-28.5% |