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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 | $169,533 | $154,228+9.9% | $145,433+16.6% | $137,256+23.5% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.6pp | 80.0%-25.4pp |
| Annual return | 16.40% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,314 | $4,804-31.0% | $4,554-27.2% | $4,156-20.3% |
| Participant deferral / active EE | $1,878 | $8,216-77.1% | $7,897-76.2% | $6,407-70.7% |
| Admin fee / account holder | $4,759 | $14,344-66.8% | $13,129-63.8% | $12,270-61.2% |