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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 | $146,944 | $88,778+65.5% | $81,844+79.5% | $145,884+0.7% |
| Participation rate | 18.2% | 75.1%-56.9pp | 72.4%-54.2pp | 80.3%-62.1pp |
| Annual return | 21.10% | 1033.03%-1011.9pp | 778.87%-757.8pp | 551.85%-530.7pp |
| Employer contribution / active EE | $390 | $3,087-87.4% | $2,916-86.6% | $4,662-91.6% |
| Participant deferral / active EE | $462 | $4,648-90.1% | $4,323-89.3% | $6,690-93.1% |
| Admin fee / account holder | $4,372 | $8,430-48.1% | $7,355-40.6% | $13,392-67.4% |