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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 | $144,747 | $160,028-9.5% | $147,080-1.6% | $145,884-0.8% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 14.02% | 98.60%-84.6pp | 420.17%-406.2pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,355 | $5,286-74.4% | $4,933-72.5% | $4,662-70.9% |
| Participant deferral / active EE | $2,122 | $8,422-74.8% | $8,066-73.7% | $6,690-68.3% |
| Admin fee / account holder | $824 | $15,030-94.5% | $12,989-93.7% | $13,392-93.8% |