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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 | $156,398-5.1% | $147,318+0.8% | $138,895+6.9% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 88.57% | 78.75%+9.8pp | 70.43%+18.1pp | 145.39%-56.8pp |
| Employer contribution / active EE | $932 | $4,853-80.8% | $4,593-79.7% | $4,194-77.8% |
| Participant deferral / active EE | $1,798 | $8,237-78.2% | $7,906-77.3% | $6,396-71.9% |
| Admin fee / account holder | $17,357 | $14,976+15.9% | $13,708+26.6% | $12,562+38.2% |