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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 | $105,190 | $108,911-3.4% | $100,392+4.8% | $145,884-27.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 10.76% | 58.23%-47.5pp | 49.45%-38.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $908 | $4,420-79.5% | $3,941-77.0% | $4,662-80.5% |
| Participant deferral / active EE | $1,815 | $8,459-78.5% | $8,090-77.6% | $6,690-72.9% |
| Admin fee / account holder | $1,076 | $9,698-88.9% | $7,904-86.4% | $13,392-92.0% |