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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 | $145,206 | $111,878+29.8% | $93,727+54.9% | $145,897-0.5% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 16.63% | 204.28%-187.6pp | 133.83%-117.2pp | 552.29%-535.7pp |
| Employer contribution / active EE | $884 | $3,092-71.4% | $2,421-63.5% | $4,663-81.0% |
| Participant deferral / active EE | $1,045 | $4,920-78.8% | $4,417-76.3% | $6,689-84.4% |
| Admin fee / account holder | $2,896 | $10,256-71.8% | $8,292-65.1% | $13,390-78.4% |