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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 | $147,637 | $111,878+32.0% | $93,727+57.5% | $145,897+1.2% |
| Participation rate | 39.1% | 74.2%-35.1pp | 68.7%-29.6pp | 80.3%-41.2pp |
| Annual return | 13.77% | 204.28%-190.5pp | 133.83%-120.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $792 | $3,092-74.4% | $2,421-67.3% | $4,663-83.0% |
| Participant deferral / active EE | $1,149 | $4,920-76.6% | $4,417-74.0% | $6,689-82.8% |
| Admin fee / account holder | $1,043 | $10,256-89.8% | $8,292-87.4% | $13,390-92.2% |