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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 | $231,398 | $162,136+42.7% | $152,301+51.9% | $154,746+49.5% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 18.94% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,030 | $4,890-78.9% | $4,624-77.7% | $4,379-76.5% |
| Participant deferral / active EE | $1,030 | $8,341-87.7% | $8,004-87.1% | $6,730-84.7% |
| Admin fee / account holder | $1,835 | $15,759-88.4% | $14,398-87.3% | $14,365-87.2% |