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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 | $249,455 | $196,972+26.6% | $182,262+36.9% | $198,609+25.6% |
| Participation rate | 60.0% | 85.7%-25.7pp | 84.2%-24.2pp | 82.4%-22.4pp |
| Annual return | 16.33% | 158.27%-141.9pp | 140.60%-124.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $2,080 | $5,364-61.2% | $5,046-58.8% | $5,055-58.9% |
| Participant deferral / active EE | $2,927 | $8,643-66.1% | $8,276-64.6% | $6,977-58.0% |
| Admin fee / account holder | $1,799 | $18,429-90.2% | $16,712-89.2% | $19,030-90.5% |