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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 | $32,498 | $97,765-66.8% | $103,486-68.6% | $145,884-77.7% |
| Participation rate | 57.1% | 81.1%-24.0pp | 80.5%-23.4pp | 80.3%-23.2pp |
| Annual return | 13.44% | 25.44%-12.0pp | 23.93%-10.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $5,548 | $4,687+18.4% | $4,679+18.6% | $4,662+19.0% |
| Participant deferral / active EE | $959 | $6,606-85.5% | $6,628-85.5% | $6,690-85.7% |
| Admin fee / account holder | $660 | $12,505-94.7% | $9,354-92.9% | $13,392-95.1% |