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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 | $148,442 | $154,228-3.8% | $145,433+2.1% | $137,256+8.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 88.57% | 74.59%+14.0pp | 66.58%+22.0pp | 220.34%-131.8pp |
| Employer contribution / active EE | $932 | $4,804-80.6% | $4,554-79.5% | $4,156-77.6% |
| Participant deferral / active EE | $1,798 | $8,216-78.1% | $7,897-77.2% | $6,407-71.9% |
| Admin fee / account holder | $17,357 | $14,344+21.0% | $13,129+32.2% | $12,270+41.5% |