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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 | $193,115 | $196,972-2.0% | $182,262+6.0% | $198,609-2.8% |
| Participation rate | 55.0% | 85.7%-30.7pp | 84.2%-29.2pp | 82.4%-27.4pp |
| Annual return | 12.45% | 158.27%-145.8pp | 140.60%-128.1pp | 202.70%-190.2pp |
| Employer contribution / active EE | $6,330 | $5,364+18.0% | $5,046+25.5% | $5,055+25.2% |
| Participant deferral / active EE | $2,805 | $8,643-67.5% | $8,276-66.1% | $6,977-59.8% |
| Admin fee / account holder | $2,423 | $18,429-86.9% | $16,712-85.5% | $19,030-87.3% |