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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 | $89,619 | $108,912-17.7% | $100,383-10.7% | $145,959-38.6% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 15.10% | 57.96%-42.9pp | 49.26%-34.2pp | 561.95%-546.9pp |
| Employer contribution / active EE | $657 | $4,423-85.1% | $3,944-83.3% | $4,661-85.9% |
| Participant deferral / active EE | $1,904 | $8,451-77.5% | $8,086-76.5% | $6,689-71.5% |
| Admin fee / account holder | $822 | $9,690-91.5% | $7,900-89.6% | $13,398-93.9% |