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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 | $130,974 | $209,336-37.4% | $197,124-33.6% | $137,256-4.6% |
| Participation rate | 53.8% | 87.3%-33.5pp | 86.7%-32.9pp | 80.0%-26.1pp |
| Annual return | 95.84% | 48.09%+47.8pp | 44.34%+51.5pp | 220.34%-124.5pp |
| Employer contribution / active EE | $1,823 | $6,591-72.3% | $6,227-70.7% | $4,156-56.1% |
| Participant deferral / active EE | $1,997 | $9,614-79.2% | $9,135-78.1% | $6,407-68.8% |
| Admin fee / account holder | $6,711 | $17,308-61.2% | $16,298-58.8% | $12,270-45.3% |