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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 | $176,572 | $175,231+0.8% | $149,696+18.0% | $139,466+26.6% |
| Participation rate | 56.3% | 83.4%-27.1pp | 78.8%-22.5pp | 80.3%-24.1pp |
| Annual return | 23.51% | 166.77%-143.3pp | 134.46%-110.9pp | 373.66%-350.2pp |
| Employer contribution / active EE | $3,844 | $5,478-29.8% | $4,821-20.3% | $4,754-19.1% |
| Participant deferral / active EE | $769 | $6,521-88.2% | $5,682-86.5% | $6,712-88.5% |
| Admin fee / account holder | $2,874 | $16,155-82.2% | $13,212-78.2% | $11,409-74.8% |