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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 | $148,306 | $111,787+32.7% | $93,681+58.3% | $145,978+1.6% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 19.62% | 203.52%-183.9pp | 133.47%-113.9pp | 550.52%-530.9pp |
| Employer contribution / active EE | $567 | $3,093-81.7% | $2,422-76.6% | $4,662-87.8% |
| Participant deferral / active EE | $1,119 | $4,918-77.2% | $4,415-74.7% | $6,690-83.3% |
| Admin fee / account holder | $3,582 | $10,256-65.1% | $8,290-56.8% | $13,400-73.3% |