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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 | $217,780 | $209,425+4.0% | $178,499+22.0% | $158,966+37.0% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 12.36% | 188.80%-176.4pp | 151.10%-138.7pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,180 | $5,707-79.3% | $5,011-76.5% | $4,762-75.2% |
| Participant deferral / active EE | $1,475 | $5,955-75.2% | $5,202-71.6% | $5,983-75.3% |
| Admin fee / account holder | $1,236 | $17,078-92.8% | $13,986-91.2% | $11,250-89.0% |