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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 | $209,253 | $209,422-0.1% | $178,503+17.2% | $158,982+31.6% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 12.73% | 188.81%-176.1pp | 151.12%-138.4pp | 302.99%-290.3pp |
| Employer contribution / active EE | $1,841 | $5,707-67.7% | $5,011-63.3% | $4,763-61.3% |
| Participant deferral / active EE | $174 | $5,955-97.1% | $5,202-96.6% | $5,983-97.1% |
| Admin fee / account holder | $1,680 | $17,079-90.2% | $13,987-88.0% | $11,252-85.1% |