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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 | $227,291-42.4% | $214,702-39.0% | $155,188-15.6% |
| Participation rate | 53.8% | 88.0%-34.1pp | 87.5%-33.6pp | 80.8%-27.0pp |
| Annual return | 95.84% | 60.08%+35.8pp | 54.55%+41.3pp | 148.84%-53.0pp |
| Employer contribution / active EE | $1,823 | $6,772-73.1% | $6,461-71.8% | $4,248-57.1% |
| Participant deferral / active EE | $1,997 | $9,582-79.2% | $9,147-78.2% | $6,531-69.4% |
| Admin fee / account holder | $6,711 | $20,413-67.1% | $19,830-66.2% | $14,480-53.7% |