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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 | $82,937 | $160,028-48.2% | $147,080-43.6% | $145,884-43.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.55% | 98.60%-88.1pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,413 | $5,286-73.3% | $4,933-71.4% | $4,662-69.7% |
| Participant deferral / active EE | $1,462 | $8,422-82.6% | $8,066-81.9% | $6,690-78.1% |
| Admin fee / account holder | $560 | $15,030-96.3% | $12,989-95.7% | $13,392-95.8% |