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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 | $130,773 | $104,953+24.6% | $84,637+54.5% | $152,909-14.5% |
| Participation rate | 11.8% | 74.8%-63.1pp | 68.2%-56.5pp | 82.5%-70.7pp |
| Annual return | 20.27% | 373.94%-353.7pp | 258.82%-238.6pp | 345.46%-325.2pp |
| Employer contribution / active EE | $639 | $3,304-80.7% | $2,653-75.9% | $4,764-86.6% |
| Participant deferral / active EE | $749 | $4,691-84.0% | $3,900-80.8% | $5,851-87.2% |
| Admin fee / account holder | $1,609 | $6,244-74.2% | $4,914-67.3% | $11,601-86.1% |