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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 | $106,757 | $107,353-0.6% | $92,903+14.9% | $152,885-30.2% |
| Participation rate | 36.4% | 79.8%-43.4pp | 76.0%-39.6pp | 82.5%-46.1pp |
| Annual return | 22.27% | 145.62%-123.3pp | 109.43%-87.2pp | 345.39%-323.1pp |
| Employer contribution / active EE | $818 | $4,222-80.6% | $3,653-77.6% | $4,763-82.8% |
| Participant deferral / active EE | $1,231 | $4,848-74.6% | $4,238-70.9% | $5,851-79.0% |
| Admin fee / account holder | $1,460 | $7,081-79.4% | $5,795-74.8% | $11,598-87.4% |