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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 | $210,800 | $183,539+14.9% | $155,556+35.5% | $145,897+44.5% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 30.15% | 61.31%-31.2pp | 64.84%-34.7pp | 552.29%-522.1pp |
| Employer contribution / active EE | $4,954 | $5,315-6.8% | $4,675+6.0% | $4,663+6.2% |
| Participant deferral / active EE | $991 | $6,467-84.7% | $5,631-82.4% | $6,689-85.2% |
| Admin fee / account holder | $5,064 | $19,275-73.7% | $15,885-68.1% | $13,390-62.2% |