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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 | $98,176 | $107,353-8.5% | $92,903+5.7% | $152,885-35.8% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.5%-21.3pp |
| Annual return | 21.39% | 145.62%-124.2pp | 109.43%-88.0pp | 345.39%-324.0pp |
| Employer contribution / active EE | $8,147 | $4,222+93.0% | $3,653+123.0% | $4,763+71.0% |
| Participant deferral / active EE | $202 | $4,848-95.8% | $4,238-95.2% | $5,851-96.6% |
| Admin fee / account holder | $1,879 | $7,081-73.5% | $5,795-67.6% | $11,598-83.8% |