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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 | $193,766 | $157,296+23.2% | $141,191+37.2% | $152,897+26.7% |
| Participation rate | 65.2% | 84.8%-19.6pp | 82.5%-17.3pp | 82.5%-17.2pp |
| Annual return | 25.21% | 64.34%-39.1pp | 71.41%-46.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $3,048 | $5,262-42.1% | $4,736-35.6% | $4,764-36.0% |
| Participant deferral / active EE | $2,156 | $7,111-69.7% | $6,710-67.9% | $5,851-63.2% |
| Admin fee / account holder | $713 | $12,125-94.1% | $10,264-93.1% | $11,599-93.9% |