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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 | $67,686 | $148,623-54.5% | $135,974-50.2% | $139,466-51.5% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 28.79% | 79.30%-50.5pp | 68.30%-39.5pp | 373.66%-344.9pp |
| Employer contribution / active EE | $10,831 | $5,246+106.4% | $4,859+122.9% | $4,754+127.8% |
| Participant deferral / active EE | $303 | $8,103-96.3% | $7,760-96.1% | $6,712-95.5% |
| Admin fee / account holder | $910 | $12,406-92.7% | $10,767-91.5% | $11,409-92.0% |