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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 | $225,961 | $162,136+39.4% | $152,301+48.4% | $154,746+46.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.20% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,207 | $4,890-75.3% | $4,624-73.9% | $4,379-72.4% |
| Participant deferral / active EE | $1,207 | $8,341-85.5% | $8,004-84.9% | $6,730-82.1% |
| Admin fee / account holder | $7,739 | $15,759-50.9% | $14,398-46.3% | $14,365-46.1% |