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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 | $172,231 | $72,426+137.8% | $67,560+154.9% | $145,897+18.0% |
| Participation rate | 22.2% | 76.9%-54.7pp | 72.9%-50.7pp | 80.3%-58.1pp |
| Annual return | 17.23% | 7226.78%-7209.6pp | 3533.50%-3516.3pp | 552.29%-535.1pp |
| Employer contribution / active EE | $11,128 | $3,074+262.0% | $2,737+306.6% | $4,663+138.7% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,429 | $5,514-19.7% | $3,994+10.9% | $13,390-66.9% |