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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 | $127,282 | $115,810+9.9% | $101,271+25.7% | $158,966-19.9% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 9.34% | 56.15%-46.8pp | 46.48%-37.1pp | 302.95%-293.6pp |
| Employer contribution / active EE | $859 | $4,175-79.4% | $3,660-76.5% | $4,762-82.0% |
| Participant deferral / active EE | $956 | $4,958-80.7% | $4,371-78.1% | $5,983-84.0% |
| Admin fee / account holder | $1,386 | $7,248-80.9% | $5,948-76.7% | $11,250-87.7% |