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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 | $58,055 | $129,737-55.3% | $119,126-51.3% | $154,746-62.5% |
| Participation rate | 69.6% | 78.9%-9.3pp | 75.8%-6.2pp | 80.7%-11.1pp |
| Annual return | 15.59% | 379.08%-363.5pp | 282.11%-266.5pp | 172.34%-156.7pp |
| Employer contribution / active EE | $12,965 | $4,375+196.4% | $4,034+221.4% | $4,379+196.1% |
| Participant deferral / active EE | $978 | $5,842-83.3% | $5,318-81.6% | $6,730-85.5% |
| Admin fee / account holder | $1,461 | $11,961-87.8% | $10,693-86.3% | $14,365-89.8% |