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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 | $106,174 | $166,242-36.1% | $165,071-35.7% | $145,884-27.2% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.1pp |
| Annual return | 9.46% | 100.44%-91.0pp | 70.17%-60.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,167 | $5,283-77.9% | $4,347-73.2% | $4,662-75.0% |
| Participant deferral / active EE | $1,678 | $6,964-75.9% | $6,035-72.2% | $6,690-74.9% |
| Admin fee / account holder | $1,055 | $16,658-93.7% | $12,695-91.7% | $13,392-92.1% |