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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 | $142,380 | $165,399-13.9% | $149,745-4.9% | $158,982-10.4% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.87% | 348.34%-335.5pp | 276.72%-263.9pp | 302.99%-290.1pp |
| Employer contribution / active EE | $2,305 | $5,105-54.8% | $4,646-50.4% | $4,763-51.6% |
| Participant deferral / active EE | $1,855 | $7,183-74.2% | $6,843-72.9% | $5,983-69.0% |
| Admin fee / account holder | $31,342 | $10,811+189.9% | $9,312+236.6% | $11,252+178.6% |