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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 | $120,589 | $108,922+10.7% | $100,398+20.1% | $145,978-17.4% |
| Participation rate | 5.6% | 83.0%-77.4pp | 81.5%-75.9pp | 80.3%-74.7pp |
| Annual return | 12.37% | 58.04%-45.7pp | 49.32%-36.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $607 | $4,426-86.3% | $3,946-84.6% | $4,662-87.0% |
| Participant deferral / active EE | $1,833 | $8,450-78.3% | $8,084-77.3% | $6,690-72.6% |
| Admin fee / account holder | $2,061 | $9,680-78.7% | $7,893-73.9% | $13,400-84.6% |