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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 | $177,200 | $175,259+1.1% | $149,723+18.4% | $139,487+27.0% |
| Participation rate | 22.2% | 83.4%-61.2pp | 78.8%-56.6pp | 80.3%-58.1pp |
| Annual return | 17.75% | 166.82%-149.1pp | 134.50%-116.7pp | 373.84%-356.1pp |
| Employer contribution / active EE | $1,124 | $5,478-79.5% | $4,821-76.7% | $4,755-76.4% |
| Participant deferral / active EE | $1,602 | $6,522-75.4% | $5,682-71.8% | $6,713-76.1% |
| Admin fee / account holder | $11,040 | $16,158-31.7% | $13,215-16.5% | $11,407-3.2% |