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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 | $134,255 | $197,637-32.1% | $177,848-24.5% | $158,982-15.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 14.35% | 58.77%-44.4pp | 48.33%-34.0pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,519 | $6,698-77.3% | $5,919-74.3% | $4,763-68.1% |
| Participant deferral / active EE | $2,712 | $8,405-67.7% | $7,714-64.8% | $5,983-54.7% |
| Admin fee / account holder | $914 | $15,406-94.1% | $12,431-92.6% | $11,252-91.9% |