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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 | $96,212 | $226,090-57.4% | $182,531-47.3% | $152,885-37.1% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.0%-41.1pp | 82.5%-45.6pp |
| Annual return | 26.77% | 192.57%-165.8pp | 148.57%-121.8pp | 345.39%-318.6pp |
| Employer contribution / active EE | $831 | $4,978-83.3% | $4,075-79.6% | $4,763-82.5% |
| Participant deferral / active EE | $1,080 | $6,369-83.0% | $5,525-80.4% | $5,851-81.5% |
| Admin fee / account holder | $12,160 | $10,705+13.6% | $8,593+41.5% | $11,598+4.8% |