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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 | $41,554 | $183,539-77.4% | $155,556-73.3% | $145,897-71.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 14.26% | 61.31%-47.0pp | 64.84%-50.6pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,105 | $5,315-79.2% | $4,675-76.4% | $4,663-76.3% |
| Participant deferral / active EE | $1,722 | $6,467-73.4% | $5,631-69.4% | $6,689-74.3% |
| Admin fee / account holder | $327 | $19,275-98.3% | $15,885-97.9% | $13,390-97.6% |