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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 | $156,398+8.4% | $147,318+15.1% | $138,895+22.1% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 16.40% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $3,314 | $4,853-31.7% | $4,593-27.8% | $4,194-21.0% |
| Participant deferral / active EE | $1,878 | $8,237-77.2% | $7,906-76.3% | $6,396-70.6% |
| Admin fee / account holder | $4,759 | $14,976-68.2% | $13,708-65.3% | $12,562-62.1% |