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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 | $149,543 | $76,407+95.7% | $150,298-0.5% | $82,448+81.4% |
| Participation rate | 13.1% | 66.4%-53.3pp | 77.8%-64.6pp | 68.1%-55.0pp |
| Annual return | 85.28% | 39.99%+45.3pp | 62.79%+22.5pp | 41.64%+43.6pp |
| Employer contribution / active EE | $1,699 | $2,614-35.0% | $4,154-59.1% | $2,551-33.4% |
| Participant deferral / active EE | $826 | $3,214-74.3% | $5,453-84.9% | $4,139-80.1% |
| Admin fee / account holder | $309 | $6,352-95.1% | $14,116-97.8% | $7,234-95.7% |