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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 | $121,790 | $183,539-33.6% | $155,556-21.7% | $145,897-16.5% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 11.53% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,078 | $5,315-60.9% | $4,675-55.6% | $4,663-55.4% |
| Participant deferral / active EE | $1,632 | $6,467-74.8% | $5,631-71.0% | $6,689-75.6% |
| Admin fee / account holder | $1,021 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |