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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 | $151,907 | $132,099+15.0% | $115,599+31.4% | $138,895+9.4% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 12.49% | 176.76%-164.3pp | 111.10%-98.6pp | 145.39%-132.9pp |
| Employer contribution / active EE | $791 | $3,416-76.8% | $2,955-73.2% | $4,194-81.1% |
| Participant deferral / active EE | $1,224 | $5,617-78.2% | $4,889-75.0% | $6,396-80.9% |
| Admin fee / account holder | $565 | $15,650-96.4% | $12,841-95.6% | $12,562-95.5% |