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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 | $206,818 | $217,432-4.9% | $185,849+11.3% | $167,536+23.4% |
| Participation rate | 61.5% | 86.1%-24.5pp | 81.7%-20.2pp | 82.1%-20.6pp |
| Annual return | 14.99% | 148.42%-133.4pp | 122.10%-107.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,941 | $6,357-69.5% | $5,569-65.1% | $6,342-69.4% |
| Admin fee / account holder | $3,736 | $19,818-81.1% | $16,244-77.0% | $12,315-69.7% |