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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 | $103,332 | $102,595+0.7% | $94,057+9.9% | $154,746-33.2% |
| Participation rate | 27.8% | 76.0%-48.2pp | 73.3%-45.6pp | 80.7%-52.9pp |
| Annual return | 15.14% | 583.42%-568.3pp | 480.62%-465.5pp | 172.34%-157.2pp |
| Employer contribution / active EE | $628 | $3,147-80.1% | $2,933-78.6% | $4,379-85.7% |
| Participant deferral / active EE | $784 | $5,118-84.7% | $4,709-83.3% | $6,730-88.3% |
| Admin fee / account holder | $1,537 | $7,736-80.1% | $7,244-78.8% | $14,365-89.3% |