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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 | $103,476 | $107,363-3.6% | $92,909+11.4% | $152,897-32.3% |
| Participation rate | 53.8% | 79.8%-25.9pp | 76.0%-22.2pp | 82.5%-28.6pp |
| Annual return | 18.69% | 145.63%-126.9pp | 109.44%-90.7pp | 345.43%-326.7pp |
| Employer contribution / active EE | $837 | $4,222-80.2% | $3,653-77.1% | $4,764-82.4% |
| Participant deferral / active EE | $938 | $4,848-80.7% | $4,238-77.9% | $5,851-84.0% |
| Admin fee / account holder | $915 | $7,082-87.1% | $5,795-84.2% | $11,599-92.1% |