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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 | $111,610 | $183,978-39.3% | $162,171-31.2% | $152,885-27.0% |
| Participation rate | 56.3% | 88.5%-32.3pp | 87.6%-31.3pp | 82.5%-26.2pp |
| Annual return | 31.89% | 150.78%-118.9pp | 115.60%-83.7pp | 345.39%-313.5pp |
| Employer contribution / active EE | $1,450 | $6,370-77.2% | $5,613-74.2% | $4,763-69.5% |
| Participant deferral / active EE | $1,777 | $8,033-77.9% | $7,297-75.6% | $5,851-69.6% |
| Admin fee / account holder | $726 | $13,122-94.5% | $10,843-93.3% | $11,598-93.7% |