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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 | $26,004 | $148,623-82.5% | $135,974-80.9% | $139,466-81.4% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.86% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,141 | $5,246-59.2% | $4,859-55.9% | $4,754-55.0% |
| Participant deferral / active EE | $2,107 | $8,103-74.0% | $7,760-72.8% | $6,712-68.6% |
| Admin fee / account holder | $522 | $12,406-95.8% | $10,767-95.2% | $11,409-95.4% |