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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 | $177,408 | $183,592-3.4% | $155,574+14.0% | $145,877+21.6% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 25.31% | 61.37%-36.1pp | 64.87%-39.6pp | 551.28%-526.0pp |
| Employer contribution / active EE | $13,697 | $5,317+157.6% | $4,676+192.9% | $4,663+193.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,654 | $19,316-91.4% | $15,914-89.6% | $13,402-87.7% |