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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 | $148,270 | $111,787+32.6% | $93,681+58.3% | $145,978+1.6% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 14.31% | 203.52%-189.2pp | 133.47%-119.2pp | 550.52%-536.2pp |
| Employer contribution / active EE | $600 | $3,093-80.6% | $2,422-75.2% | $4,662-87.1% |
| Participant deferral / active EE | $750 | $4,918-84.7% | $4,415-83.0% | $6,690-88.8% |
| Admin fee / account holder | $19,844 | $10,256+93.5% | $8,290+139.4% | $13,400+48.1% |