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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 | $164,836 | $198,457-16.9% | $170,435-3.3% | $147,586+11.7% |
| Participation rate | 38.9% | 88.0%-49.1pp | 83.6%-44.7pp | 82.8%-43.9pp |
| Annual return | 16.65% | 257.30%-240.7pp | 205.94%-189.3pp | 578.59%-561.9pp |
| Employer contribution / active EE | $1,766 | $6,183-71.4% | $5,432-67.5% | $4,876-63.8% |
| Participant deferral / active EE | $1,447 | $5,629-74.3% | $4,939-70.7% | $5,439-73.4% |
| Admin fee / account holder | $1,197 | $16,852-92.9% | $13,881-91.4% | $10,886-89.0% |