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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 | $87,238 | $112,112-22.2% | $95,956-9.1% | $158,950-45.1% |
| Participation rate | 69.2% | 79.0%-9.8pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 15.70% | 171.15%-155.4pp | 91.63%-75.9pp | 302.91%-287.2pp |
| Employer contribution / active EE | $721 | $3,199-77.5% | $2,541-71.6% | $4,762-84.9% |
| Participant deferral / active EE | $1,193 | $4,784-75.1% | $4,167-71.4% | $5,983-80.1% |
| Admin fee / account holder | $311 | $10,134-96.9% | $6,797-95.4% | $11,248-97.2% |