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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 | $107,092 | $226,135-52.6% | $182,558-41.3% | $152,909-30.0% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 8.76% | 192.60%-183.8pp | 148.59%-139.8pp | 345.46%-336.7pp |
| Employer contribution / active EE | $706 | $4,979-85.8% | $4,076-82.7% | $4,764-85.2% |
| Participant deferral / active EE | $1,063 | $6,371-83.3% | $5,526-80.8% | $5,851-81.8% |
| Admin fee / account holder | $12,910 | $10,707+20.6% | $8,594+50.2% | $11,601+11.3% |