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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 | $135,687 | $111,830+21.3% | $93,696+44.8% | $145,884-7.0% |
| Participation rate | 55.0% | 74.2%-19.2pp | 68.7%-13.7pp | 80.3%-25.3pp |
| Annual return | 12.69% | 204.08%-191.4pp | 133.74%-121.0pp | 551.85%-539.2pp |
| Employer contribution / active EE | $708 | $3,093-77.1% | $2,422-70.8% | $4,662-84.8% |
| Participant deferral / active EE | $1,096 | $4,920-77.7% | $4,417-75.2% | $6,690-83.6% |
| Admin fee / account holder | $8,817 | $10,249-14.0% | $8,287+6.4% | $13,392-34.2% |