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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 | $133,620 | $196,972-32.2% | $182,262-26.7% | $198,609-32.7% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 8.03% | 158.27%-150.2pp | 140.60%-132.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $5,957 | $5,364+11.1% | $5,046+18.1% | $5,055+17.8% |
| Participant deferral / active EE | $507 | $8,643-94.1% | $8,276-93.9% | $6,977-92.7% |
| Admin fee / account holder | $386 | $18,429-97.9% | $16,712-97.7% | $19,030-98.0% |