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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 | $99,729 | $72,269+38.0% | $101,271-1.5% | $79,852+24.9% |
| Participation rate | 25.0% | 68.5%-43.5pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | 699.18% | 22.29%+676.9pp | 46.48%+652.7pp | 31.72%+667.5pp |
| Employer contribution / active EE | $662 | $2,692-75.4% | $3,660-81.9% | $2,471-73.2% |
| Participant deferral / active EE | $1,363 | $3,282-58.5% | $4,371-68.8% | $3,740-63.6% |
| Admin fee / account holder | $1,012 | $4,401-77.0% | $5,948-83.0% | $5,306-80.9% |