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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 | $185,409 | $108,911+70.2% | $100,392+84.7% | $145,884+27.1% |
| Participation rate | 38.9% | 83.0%-44.1pp | 81.5%-42.6pp | 80.3%-41.4pp |
| Annual return | 12.61% | 58.23%-45.6pp | 49.45%-36.8pp | 551.85%-539.2pp |
| Employer contribution / active EE | $372 | $4,420-91.6% | $3,941-90.6% | $4,662-92.0% |
| Participant deferral / active EE | $1,911 | $8,459-77.4% | $8,090-76.4% | $6,690-71.4% |
| Admin fee / account holder | $827 | $9,698-91.5% | $7,904-89.5% | $13,392-93.8% |