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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 | $171,034 | $157,304+8.7% | $141,197+21.1% | $152,909+11.9% |
| Participation rate | 16.7% | 84.8%-68.2pp | 82.5%-65.8pp | 82.5%-65.8pp |
| Annual return | 21.83% | 64.34%-42.5pp | 71.41%-49.6pp | 345.46%-323.6pp |
| Employer contribution / active EE | $1,124 | $5,263-78.6% | $4,736-76.3% | $4,764-76.4% |
| Participant deferral / active EE | $1,821 | $7,111-74.4% | $6,710-72.9% | $5,851-68.9% |
| Admin fee / account holder | $1,034 | $12,126-91.5% | $10,265-89.9% | $11,601-91.1% |