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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 | $166,643 | $162,136+2.8% | $152,301+9.4% | $154,746+7.7% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 12.02% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $16,009 | $4,890+227.4% | $4,624+246.2% | $4,379+265.6% |
| Participant deferral / active EE | $861 | $8,341-89.7% | $8,004-89.2% | $6,730-87.2% |
| Admin fee / account holder | $410 | $15,759-97.4% | $14,398-97.2% | $14,365-97.1% |