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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 | $164,677 | $196,972-16.4% | $182,262-9.6% | $198,609-17.1% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 12.28% | 158.27%-146.0pp | 140.60%-128.3pp | 202.70%-190.4pp |
| Employer contribution / active EE | $1,531 | $5,364-71.5% | $5,046-69.7% | $5,055-69.7% |
| Participant deferral / active EE | $2,924 | $8,643-66.2% | $8,276-64.7% | $6,977-58.1% |
| Admin fee / account holder | $9,492 | $18,429-48.5% | $16,712-43.2% | $19,030-50.1% |