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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 | $89,124 | $202,463-56.0% | $169,397-47.4% | $139,487-36.1% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 16.44% | 532.64%-516.2pp | 406.23%-389.8pp | 373.84%-357.4pp |
| Employer contribution / active EE | $3,722 | $4,694-20.7% | $4,013-7.3% | $4,755-21.7% |
| Participant deferral / active EE | $879 | $6,941-87.3% | $6,223-85.9% | $6,713-86.9% |
| Admin fee / account holder | $1,967 | $10,726-81.7% | $9,017-78.2% | $11,407-82.8% |