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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 | $214,837 | $148,623+44.6% | $135,974+58.0% | $139,466+54.0% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 20.59% | 79.30%-58.7pp | 68.30%-47.7pp | 373.66%-353.1pp |
| Employer contribution / active EE | $6,846 | $5,246+30.5% | $4,859+40.9% | $4,754+44.0% |
| Participant deferral / active EE | $1,061 | $8,103-86.9% | $7,760-86.3% | $6,712-84.2% |
| Admin fee / account holder | $1,330 | $12,406-89.3% | $10,767-87.6% | $11,409-88.3% |