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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 | $173,623 | $178,174-2.6% | $156,181+11.2% | $137,256+26.5% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 11.18% | 84.19%-73.0pp | 64.87%-53.7pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,481 | $4,972-70.2% | $4,294-65.5% | $4,156-64.4% |
| Participant deferral / active EE | $2,027 | $6,888-70.6% | $6,132-66.9% | $6,407-68.4% |
| Admin fee / account holder | $5,838 | $17,404-66.5% | $14,586-60.0% | $12,270-52.4% |