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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 | $101,824 | $105,145-3.2% | $94,664+7.6% | $139,466-27.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 26.84% | 38.09%-11.2pp | 156.84%-130.0pp | 373.66%-346.8pp |
| Employer contribution / active EE | $919 | $4,107-77.6% | $3,673-75.0% | $4,754-80.7% |
| Participant deferral / active EE | $2,061 | $7,599-72.9% | $7,417-72.2% | $6,712-69.3% |
| Admin fee / account holder | $1,340 | $8,972-85.1% | $7,222-81.4% | $11,409-88.3% |