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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 | $126,519-28.9% | $106,201-15.3% | $145,959-38.4% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 14.37% | 225.10%-210.7pp | 116.26%-101.9pp | 561.95%-547.6pp |
| Employer contribution / active EE | $901 | $3,726-75.8% | $3,170-71.6% | $4,661-80.7% |
| Participant deferral / active EE | $1,175 | $5,716-79.4% | $5,012-76.6% | $6,689-82.4% |
| Admin fee / account holder | $3,547 | $17,312-79.5% | $11,039-67.9% | $13,398-73.5% |