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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 | $103,511 | $105,145-1.6% | $94,664+9.3% | $139,466-25.8% |
| Participation rate | 33.3% | 82.4%-49.0pp | 80.8%-47.5pp | 80.3%-47.0pp |
| Annual return | 22.88% | 38.09%-15.2pp | 156.84%-134.0pp | 373.66%-350.8pp |
| Employer contribution / active EE | $1,114 | $4,107-72.9% | $3,673-69.7% | $4,754-76.6% |
| Participant deferral / active EE | $1,393 | $7,599-81.7% | $7,417-81.2% | $6,712-79.3% |
| Admin fee / account holder | $3,247 | $8,972-63.8% | $7,222-55.0% | $11,409-71.5% |