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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 | $163,485 | $196,972-17.0% | $182,262-10.3% | $198,609-17.7% |
| Participation rate | 44.4% | 85.7%-41.3pp | 84.2%-39.8pp | 82.4%-37.9pp |
| Annual return | 16.55% | 158.27%-141.7pp | 140.60%-124.0pp | 202.70%-186.1pp |
| Employer contribution / active EE | $2,323 | $5,364-56.7% | $5,046-54.0% | $5,055-54.1% |
| Participant deferral / active EE | $3,687 | $8,643-57.3% | $8,276-55.5% | $6,977-47.2% |
| Admin fee / account holder | $13,139 | $18,429-28.7% | $16,712-21.4% | $19,030-31.0% |