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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 | $192,639 | $165,399+16.5% | $149,745+28.6% | $158,982+21.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 11.79% | 348.34%-336.5pp | 276.72%-264.9pp | 302.99%-291.2pp |
| Employer contribution / active EE | $4,462 | $5,105-12.6% | $4,646-4.0% | $4,763-6.3% |
| Participant deferral / active EE | $2,177 | $7,183-69.7% | $6,843-68.2% | $5,983-63.6% |
| Admin fee / account holder | $5,760 | $10,811-46.7% | $9,312-38.1% | $11,252-48.8% |