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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 | $237,428 | $185,883+27.7% | $170,043+39.6% | $139,466+70.2% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 17.45% | 60.54%-43.1pp | 53.40%-36.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,206 | $11,626-81.0% | $10,410-78.8% | $6,712-67.1% |
| Admin fee / account holder | $2,167 | $15,393-85.9% | $12,824-83.1% | $11,409-81.0% |