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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 | $126,528 | $81,208+55.8% | $98,920+27.9% | $79,852+58.5% |
| Participation rate | 34.3% | 72.5%-38.2pp | 76.0%-41.7pp | 69.6%-35.3pp |
| Annual return | 17.46% | 60.99%-43.5pp | 196.47%-179.0pp | 31.72%-14.3pp |
| Employer contribution / active EE | $612 | $1,960-68.7% | $2,689-77.2% | $2,471-75.2% |
| Participant deferral / active EE | $901 | $3,265-72.4% | $4,245-78.8% | $3,740-75.9% |
| Admin fee / account holder | $7,488 | $6,013+24.5% | $6,643+12.7% | $5,306+41.1% |