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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 | $85,651 | $217,432-60.6% | $185,851-53.9% | $167,553-48.9% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 9.08% | 148.43%-139.3pp | 122.11%-113.0pp | 478.89%-469.8pp |
| Employer contribution / active EE | $2,323 | $5,874-60.5% | $5,168-55.0% | $4,840-52.0% |
| Participant deferral / active EE | $1,962 | $6,357-69.1% | $5,569-64.8% | $6,343-69.1% |
| Admin fee / account holder | $834 | $19,820-95.8% | $16,245-94.9% | $12,316-93.2% |