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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 | $159,876 | $148,623+7.6% | $135,974+17.6% | $139,466+14.6% |
| Participation rate | 29.4% | 83.9%-54.5pp | 81.9%-52.5pp | 80.3%-50.9pp |
| Annual return | 14.80% | 79.30%-64.5pp | 68.30%-53.5pp | 373.66%-358.9pp |
| Employer contribution / active EE | $1,109 | $5,246-78.9% | $4,859-77.2% | $4,754-76.7% |
| Participant deferral / active EE | $1,842 | $8,103-77.3% | $7,760-76.3% | $6,712-72.6% |
| Admin fee / account holder | $755 | $12,406-93.9% | $10,767-93.0% | $11,409-93.4% |