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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 | $203,949 | $152,612+33.6% | $125,192+62.9% | $152,897+33.4% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 24.68% | 54.85%-30.2pp | 43.79%-19.1pp | 345.43%-320.7pp |
| Employer contribution / active EE | $954 | $4,947-80.7% | $3,866-75.3% | $4,764-80.0% |
| Participant deferral / active EE | $874 | $5,868-85.1% | $4,937-82.3% | $5,851-85.1% |
| Admin fee / account holder | $7,344 | $13,437-45.3% | $9,704-24.3% | $11,599-36.7% |