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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 | $221,285 | $134,817+64.1% | $123,973+78.5% | $155,188+42.6% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.7%-43.3pp | 80.8%-47.5pp |
| Annual return | 14.08% | 515.49%-501.4pp | 388.13%-374.0pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,040 | $4,425-76.5% | $4,126-74.8% | $4,248-75.5% |
| Participant deferral / active EE | $1,560 | $5,706-72.7% | $5,247-70.3% | $6,531-76.1% |
| Admin fee / account holder | $3,481 | $13,245-73.7% | $11,799-70.5% | $14,480-76.0% |