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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 | $178,565 | $148,623+20.1% | $135,974+31.3% | $139,466+28.0% |
| Participation rate | 55.6% | 83.9%-28.3pp | 81.9%-26.4pp | 80.3%-24.8pp |
| Annual return | 25.40% | 79.30%-53.9pp | 68.30%-42.9pp | 373.66%-348.3pp |
| Employer contribution / active EE | $1,656 | $5,246-68.4% | $4,859-65.9% | $4,754-65.2% |
| Participant deferral / active EE | $681 | $8,103-91.6% | $7,760-91.2% | $6,712-89.9% |
| Admin fee / account holder | $1,032 | $12,406-91.7% | $10,767-90.4% | $11,409-91.0% |