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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 | $66,395 | $196,972-66.3% | $182,262-63.6% | $198,609-66.6% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 21.41% | 158.27%-136.9pp | 140.60%-119.2pp | 202.70%-181.3pp |
| Employer contribution / active EE | $8,333 | $5,364+55.4% | $5,046+65.2% | $5,055+64.8% |
| Participant deferral / active EE | $2,710 | $8,643-68.6% | $8,276-67.3% | $6,977-61.2% |
| Admin fee / account holder | $1,367 | $18,429-92.6% | $16,712-91.8% | $19,030-92.8% |