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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 | $120,372 | $148,623-19.0% | $135,974-11.5% | $139,466-13.7% |
| Participation rate | 52.4% | 83.9%-31.5pp | 81.9%-29.5pp | 80.3%-28.0pp |
| Annual return | 21.50% | 79.30%-57.8pp | 68.30%-46.8pp | 373.66%-352.2pp |
| Employer contribution / active EE | $2,957 | $5,246-43.6% | $4,859-39.1% | $4,754-37.8% |
| Participant deferral / active EE | $1,635 | $8,103-79.8% | $7,760-78.9% | $6,712-75.6% |
| Admin fee / account holder | $6,752 | $12,406-45.6% | $10,767-37.3% | $11,409-40.8% |