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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 | $20,661 | $107,363-80.8% | $92,909-77.8% | $152,897-86.5% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.0%-20.4pp | 82.5%-26.9pp |
| Annual return | 16.35% | 145.63%-129.3pp | 109.44%-93.1pp | 345.43%-329.1pp |
| Employer contribution / active EE | $3,784 | $4,222-10.4% | $3,653+3.6% | $4,764-20.6% |
| Participant deferral / active EE | $101 | $4,848-97.9% | $4,238-97.6% | $5,851-98.3% |
| Admin fee / account holder | $710 | $7,082-90.0% | $5,795-87.7% | $11,599-93.9% |