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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 | $231,804 | $201,372+15.1% | $184,260+25.8% | $145,884+58.9% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 19.07% | 29.04%-10.0pp | 28.84%-9.8pp | 551.85%-532.8pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,228 | $9,808-77.3% | $9,133-75.6% | $6,690-66.7% |
| Admin fee / account holder | $2,660 | $16,362-83.7% | $13,898-80.9% | $13,392-80.1% |