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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 | $208,923 | $185,312+12.7% | $161,489+29.4% | $154,746+35.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 10.45% | 103.84%-93.4pp | 89.72%-79.3pp | 172.34%-161.9pp |
| Employer contribution / active EE | $1,295 | $4,769-72.8% | $4,268-69.7% | $4,379-70.4% |
| Participant deferral / active EE | $1,450 | $6,350-77.2% | $5,630-74.2% | $6,730-78.5% |
| Admin fee / account holder | $9,694 | $18,654-48.0% | $16,006-39.4% | $14,365-32.5% |