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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 | $151,919 | $108,911+39.5% | $100,392+51.3% | $145,884+4.1% |
| Participation rate | 14.3% | 83.0%-68.7pp | 81.5%-67.2pp | 80.3%-66.0pp |
| Annual return | 22.97% | 58.23%-35.3pp | 49.45%-26.5pp | 551.85%-528.9pp |
| Employer contribution / active EE | $413 | $4,420-90.6% | $3,941-89.5% | $4,662-91.1% |
| Participant deferral / active EE | $1,874 | $8,459-77.8% | $8,090-76.8% | $6,690-72.0% |
| Admin fee / account holder | $602 | $9,698-93.8% | $7,904-92.4% | $13,392-95.5% |