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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 | $192,152 | $183,516+4.7% | $155,534+23.5% | $145,884+31.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.98% | 61.43%-46.4pp | 64.92%-49.9pp | 551.85%-536.9pp |
| Employer contribution / active EE | $7,500 | $5,315+41.1% | $4,675+60.4% | $4,662+60.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $430 | $19,293-97.8% | $15,900-97.3% | $13,392-96.8% |