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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 | $244,573 | $217,432+12.5% | $185,849+31.6% | $167,536+46.0% |
| Participation rate | 30.0% | 86.1%-56.1pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 14.25% | 148.42%-134.2pp | 122.10%-107.8pp | 478.82%-464.6pp |
| Employer contribution / active EE | $2,125 | $5,875-63.8% | $5,169-58.9% | $4,839-56.1% |
| Participant deferral / active EE | $625 | $6,357-90.2% | $5,569-88.8% | $6,342-90.1% |
| Admin fee / account holder | $1,781 | $19,818-91.0% | $16,244-89.0% | $12,315-85.5% |