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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 | $189,074 | $166,089+13.8% | $164,928+14.6% | $145,978+29.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 15.61% | 100.26%-84.6pp | 70.08%-54.5pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,210 | $5,276-77.1% | $4,343-72.1% | $4,662-74.0% |
| Participant deferral / active EE | $1,828 | $6,961-73.7% | $6,034-69.7% | $6,690-72.7% |
| Admin fee / account holder | $3,111 | $16,641-81.3% | $12,684-75.5% | $13,400-76.8% |