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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 | $113,721 | $148,623-23.5% | $135,974-16.4% | $139,466-18.5% |
| Participation rate | 16.7% | 83.9%-67.2pp | 81.9%-65.3pp | 80.3%-63.7pp |
| Annual return | 14.73% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,440 | $5,246-72.6% | $4,859-70.4% | $4,754-69.7% |
| Participant deferral / active EE | $1,920 | $8,103-76.3% | $7,760-75.3% | $6,712-71.4% |
| Admin fee / account holder | $1,802 | $12,406-85.5% | $10,767-83.3% | $11,409-84.2% |