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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 | $243,473 | $165,381+47.2% | $149,730+62.6% | $158,966+53.2% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 8.76% | 348.29%-339.5pp | 276.70%-267.9pp | 302.95%-294.2pp |
| Employer contribution / active EE | $3,630 | $5,104-28.9% | $4,645-21.9% | $4,762-23.8% |
| Participant deferral / active EE | $1,606 | $7,182-77.6% | $6,843-76.5% | $5,983-73.2% |
| Admin fee / account holder | $5,203 | $10,809-51.9% | $9,310-44.1% | $11,250-53.8% |