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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 | $120,523 | $226,105-46.7% | $182,540-34.0% | $152,897-21.2% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 23.10% | 192.58%-169.5pp | 148.58%-125.5pp | 345.43%-322.3pp |
| Employer contribution / active EE | $577 | $4,978-88.4% | $4,076-85.9% | $4,764-87.9% |
| Participant deferral / active EE | $865 | $6,370-86.4% | $5,525-84.3% | $5,851-85.2% |
| Admin fee / account holder | $4,599 | $10,706-57.0% | $8,593-46.5% | $11,599-60.4% |