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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 | $89,958 | $125,190-28.1% | $105,624-14.8% | $145,897-38.3% |
| Participation rate | 35.3% | 77.6%-42.3pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 14.37% | 225.22%-210.9pp | 116.20%-101.8pp | 552.29%-537.9pp |
| Employer contribution / active EE | $901 | $3,720-75.8% | $3,168-71.6% | $4,663-80.7% |
| Participant deferral / active EE | $1,175 | $5,716-79.4% | $5,013-76.6% | $6,689-82.4% |
| Admin fee / account holder | $3,547 | $17,138-79.3% | $10,961-67.6% | $13,390-73.5% |