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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 | $221,844 | $142,354+55.8% | $125,529+76.7% | $155,188+43.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 74.7%-24.7pp | 80.8%-30.8pp |
| Annual return | 17.21% | 306.06%-288.8pp | 202.56%-185.3pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,314 | $3,501-62.5% | $3,058-57.0% | $4,248-69.1% |
| Participant deferral / active EE | $492 | $5,491-91.0% | $4,813-89.8% | $6,531-92.5% |
| Admin fee / account holder | $1,586 | $19,392-91.8% | $16,298-90.3% | $14,480-89.0% |