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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 | $143,630 | $227,291-36.8% | $214,702-33.1% | $155,188-7.4% |
| Participation rate | 69.2% | 88.0%-18.7pp | 87.5%-18.2pp | 80.8%-11.6pp |
| Annual return | 17.14% | 60.08%-42.9pp | 54.55%-37.4pp | 148.84%-131.7pp |
| Employer contribution / active EE | $6,762 | $6,772-0.1% | $6,461+4.7% | $4,248+59.2% |
| Participant deferral / active EE | $2,772 | $9,582-71.1% | $9,147-69.7% | $6,531-57.6% |
| Admin fee / account holder | $1,168 | $20,413-94.3% | $19,830-94.1% | $14,480-91.9% |