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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 | $111,830+32.6% | $93,696+58.3% | $145,884+1.7% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 19.62% | 204.08%-184.5pp | 133.74%-114.1pp | 551.85%-532.2pp |
| Employer contribution / active EE | $567 | $3,093-81.7% | $2,422-76.6% | $4,662-87.8% |
| Participant deferral / active EE | $1,119 | $4,920-77.3% | $4,417-74.7% | $6,690-83.3% |
| Admin fee / account holder | $3,582 | $10,249-65.1% | $8,287-56.8% | $13,392-73.3% |