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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 | $179,090 | $162,136+10.5% | $152,301+17.6% | $154,746+15.7% |
| Participation rate | 45.0% | 84.1%-39.1pp | 82.4%-37.4pp | 80.7%-35.7pp |
| Annual return | 13.66% | 91.02%-77.4pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,178 | $4,890-75.9% | $4,624-74.5% | $4,379-73.1% |
| Participant deferral / active EE | $2,343 | $8,341-71.9% | $8,004-70.7% | $6,730-65.2% |
| Admin fee / account holder | $4,785 | $15,759-69.6% | $14,398-66.8% | $14,365-66.7% |