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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 | $124,486 | $162,529-23.4% | $130,788-4.8% | $154,746-19.6% |
| Participation rate | 20.0% | 75.9%-55.9pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 12.05% | 510.48%-498.4pp | 386.44%-374.4pp | 172.34%-160.3pp |
| Employer contribution / active EE | $368 | $4,447-91.7% | $3,558-89.7% | $4,379-91.6% |
| Participant deferral / active EE | $421 | $4,808-91.2% | $4,137-89.8% | $6,730-93.7% |
| Admin fee / account holder | $4,126 | $7,669-46.2% | $6,673-38.2% | $14,365-71.3% |