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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 | $164,691 | $148,623+10.8% | $135,974+21.1% | $139,466+18.1% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 22.62% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.0pp |
| Employer contribution / active EE | $1,035 | $5,246-80.3% | $4,859-78.7% | $4,754-78.2% |
| Participant deferral / active EE | $1,607 | $8,103-80.2% | $7,760-79.3% | $6,712-76.1% |
| Admin fee / account holder | $5,206 | $12,406-58.0% | $10,767-51.6% | $11,409-54.4% |