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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 | $58,989 | $111,535-47.1% | $105,223-43.9% | $137,256-57.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 14.62% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $947 | $3,939-76.0% | $3,689-74.3% | $4,156-77.2% |
| Participant deferral / active EE | $1,150 | $5,500-79.1% | $5,072-77.3% | $6,407-82.1% |
| Admin fee / account holder | $2,165 | $9,721-77.7% | $8,859-75.6% | $12,270-82.4% |