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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 | $150,708 | $178,174-15.4% | $156,181-3.5% | $137,256+9.8% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.72% | 84.19%-70.5pp | 64.87%-51.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,024 | $6,888-70.6% | $6,132-67.0% | $6,407-68.4% |
| Admin fee / account holder | $788 | $17,404-95.5% | $14,586-94.6% | $12,270-93.6% |