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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 | $187,042 | $129,737+44.2% | $119,126+57.0% | $154,746+20.9% |
| Participation rate | 42.9% | 78.9%-36.0pp | 75.8%-32.9pp | 80.7%-37.8pp |
| Annual return | 12.70% | 379.08%-366.4pp | 282.11%-269.4pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,092 | $4,375-75.0% | $4,034-72.9% | $4,379-75.1% |
| Participant deferral / active EE | $1,669 | $5,842-71.4% | $5,318-68.6% | $6,730-75.2% |
| Admin fee / account holder | $4,114 | $11,961-65.6% | $10,693-61.5% | $14,365-71.4% |