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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 | $165,047 | $109,372+50.9% | $89,414+84.6% | $158,966+3.8% |
| Participation rate | 35.7% | 74.3%-38.6pp | 68.0%-32.3pp | 82.0%-46.2pp |
| Annual return | 13.34% | 345.55%-332.2pp | 245.50%-232.2pp | 302.95%-289.6pp |
| Employer contribution / active EE | $1,754 | $3,171-44.7% | $2,586-32.2% | $4,762-63.2% |
| Participant deferral / active EE | $351 | $4,598-92.4% | $3,890-91.0% | $5,983-94.1% |
| Admin fee / account holder | $1,812 | $6,156-70.6% | $4,883-62.9% | $11,250-83.9% |