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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 | $191,674 | $183,627+4.4% | $155,602+23.2% | $145,978+31.3% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 13.52% | 61.32%-47.8pp | 64.81%-51.3pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,541 | $5,316-33.4% | $4,675-24.3% | $4,662-24.0% |
| Participant deferral / active EE | $1,221 | $6,466-81.1% | $5,629-78.3% | $6,690-81.8% |
| Admin fee / account holder | $2,730 | $19,327-85.9% | $15,923-82.9% | $13,400-79.6% |