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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 | $194,581 | $183,592+6.0% | $155,567+25.1% | $145,959+33.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 16.65% | 61.24%-44.6pp | 64.74%-48.1pp | 561.95%-545.3pp |
| Employer contribution / active EE | $12,607 | $5,315+137.2% | $4,674+169.7% | $4,661+170.5% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,591 | $19,318-91.8% | $15,916-90.0% | $13,398-88.1% |