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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 | $243,561 | $183,592+32.7% | $155,574+56.6% | $145,877+67.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 21.42% | 61.37%-40.0pp | 64.87%-43.4pp | 551.28%-529.9pp |
| Employer contribution / active EE | $1,140 | $5,317-78.6% | $4,676-75.6% | $4,663-75.5% |
| Participant deferral / active EE | $1,798 | $6,466-72.2% | $5,629-68.1% | $6,691-73.1% |
| Admin fee / account holder | $21,581 | $19,316+11.7% | $15,914+35.6% | $13,402+61.0% |