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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 | $172,707 | $112,935+52.9% | $90,970+89.8% | $158,966+8.6% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 5.71% | 215.79%-210.1pp | 134.58%-128.9pp | 302.95%-297.2pp |
| Employer contribution / active EE | $520 | $2,895-82.0% | $2,122-75.5% | $4,762-89.1% |
| Participant deferral / active EE | $650 | $4,129-84.3% | $3,373-80.7% | $5,983-89.1% |
| Admin fee / account holder | $1,360 | $8,045-83.1% | $5,960-77.2% | $11,250-87.9% |