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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 | $108,470 | $77,157+40.6% | $108,405+0.1% | $85,847+26.4% |
| Participation rate | 48.1% | 74.7%-26.5pp | 80.1%-32.0pp | 69.3%-21.2pp |
| Annual return | 16.22% | 44.55%-28.3pp | 905.55%-889.3pp | 318.61%-302.4pp |
| Employer contribution / active EE | $973 | $2,379-59.1% | $3,559-72.7% | $2,565-62.1% |
| Participant deferral / active EE | $2,485 | $5,567-55.4% | $6,563-62.1% | $3,952-37.1% |
| Admin fee / account holder | $7,917 | $5,174+53.0% | $7,297+8.5% | $6,261+26.5% |