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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 | $115,876 | $112,935+2.6% | $90,970+27.4% | $158,966-27.1% |
| Participation rate | 22.2% | 74.7%-52.5pp | 69.0%-46.8pp | 82.0%-59.7pp |
| Annual return | 17.36% | 215.79%-198.4pp | 134.58%-117.2pp | 302.95%-285.6pp |
| Employer contribution / active EE | $675 | $2,895-76.7% | $2,122-68.2% | $4,762-85.8% |
| Participant deferral / active EE | $994 | $4,129-75.9% | $3,373-70.5% | $5,983-83.4% |
| Admin fee / account holder | $422 | $8,045-94.8% | $5,960-92.9% | $11,250-96.2% |