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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 | $192,414 | $178,174+8.0% | $156,181+23.2% | $137,256+40.2% |
| Participation rate | 46.7% | 82.0%-35.4pp | 78.8%-32.2pp | 80.0%-33.3pp |
| Annual return | 24.06% | 84.19%-60.1pp | 64.87%-40.8pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,755 | $4,972-64.7% | $4,294-59.1% | $4,156-57.8% |
| Participant deferral / active EE | $1,744 | $6,888-74.7% | $6,132-71.6% | $6,407-72.8% |
| Admin fee / account holder | $2,952 | $17,404-83.0% | $14,586-79.8% | $12,270-75.9% |