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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 | $167,392 | $81,446+105.5% | $103,374+61.9% | $80,874+107.0% |
| Participation rate | 26.7% | 66.9%-40.2pp | 74.5%-47.8pp | 67.6%-41.0pp |
| Annual return | 572.14% | 25.57%+546.6pp | 24.89%+547.3pp | 35.62%+536.5pp |
| Employer contribution / active EE | $1,002 | $3,107-67.7% | $3,869-74.1% | $2,756-63.6% |
| Participant deferral / active EE | $1,480 | $3,870-61.7% | $5,058-70.7% | $4,297-65.5% |
| Admin fee / account holder | $469 | $6,715-93.0% | $8,394-94.4% | $6,935-93.2% |