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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 | $172,869 | $165,399+4.5% | $149,745+15.4% | $158,982+8.7% |
| Participation rate | 23.8% | 84.6%-60.8pp | 82.5%-58.7pp | 82.0%-58.2pp |
| Annual return | 17.95% | 348.34%-330.4pp | 276.72%-258.8pp | 302.99%-285.0pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $125 | $7,183-98.3% | $6,843-98.2% | $5,983-97.9% |
| Admin fee / account holder | $11,714 | $10,811+8.3% | $9,312+25.8% | $11,252+4.1% |