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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 | $128,766 | $100,938+27.6% | $90,461+42.3% | $158,982-19.0% |
| Participation rate | 9.5% | 75.0%-65.5pp | 72.7%-63.2pp | 82.0%-72.4pp |
| Annual return | 7.33% | 1727.20%-1719.9pp | 1294.76%-1287.4pp | 302.99%-295.7pp |
| Employer contribution / active EE | $381 | $3,691-89.7% | $3,264-88.3% | $4,763-92.0% |
| Participant deferral / active EE | $595 | $4,350-86.3% | $3,964-85.0% | $5,983-90.1% |
| Admin fee / account holder | $438 | $6,510-93.3% | $5,617-92.2% | $11,252-96.1% |