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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 | $89,564 | $210,698-57.5% | $178,014-49.7% | $145,959-38.6% |
| Participation rate | 57.9% | 80.8%-22.9pp | 77.1%-19.2pp | 80.3%-22.4pp |
| Annual return | 18.19% | 386.27%-368.1pp | 294.80%-276.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,105 | $4,567-75.8% | $3,950-72.0% | $4,661-76.3% |
| Participant deferral / active EE | $1,194 | $6,958-82.8% | $6,276-81.0% | $6,689-82.1% |
| Admin fee / account holder | $14,517 | $12,016+20.8% | $10,362+40.1% | $13,398+8.4% |