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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 | $224,373 | $227,291-1.3% | $214,702+4.5% | $155,188+44.6% |
| Participation rate | 63.6% | 88.0%-24.3pp | 87.5%-23.8pp | 80.8%-17.2pp |
| Annual return | 15.39% | 60.08%-44.7pp | 54.55%-39.2pp | 148.84%-133.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,166 | $9,582-77.4% | $9,147-76.3% | $6,531-66.8% |
| Admin fee / account holder | $5,298 | $20,413-74.0% | $19,830-73.3% | $14,480-63.4% |