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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 | $140,256 | $159,978-12.3% | $147,041-4.6% | $145,978-3.9% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 22.38% | 98.36%-76.0pp | 419.21%-396.8pp | 550.52%-528.1pp |
| Employer contribution / active EE | $3,084 | $5,288-41.7% | $4,935-37.5% | $4,662-33.8% |
| Participant deferral / active EE | $1,694 | $8,429-79.9% | $8,071-79.0% | $6,690-74.7% |
| Admin fee / account holder | $4,757 | $15,053-68.4% | $13,006-63.4% | $13,400-64.5% |