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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 | $191,842 | $166,131+15.5% | $164,975+16.3% | $145,877+31.5% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.6%-9.4pp | 80.3%-11.1pp |
| Annual return | 12.79% | 100.37%-87.6pp | 70.12%-57.3pp | 551.28%-538.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,583 | $6,962-77.3% | $6,033-73.8% | $6,691-76.3% |
| Admin fee / account holder | $4,939 | $16,648-70.3% | $12,688-61.1% | $13,402-63.1% |