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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 | $63,433 | $77,449-18.1% | $69,483-8.7% | $152,909-58.5% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 27.77% | 39.09%-11.3pp | 28.99%-1.2pp | 345.46%-317.7pp |
| Employer contribution / active EE | $4,677 | $3,316+41.0% | $2,780+68.2% | $4,764-1.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $855 | $6,210-86.2% | $3,841-77.7% | $11,601-92.6% |