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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 | $184,299 | $175,259+5.2% | $149,723+23.1% | $139,487+32.1% |
| Participation rate | 58.8% | 83.4%-24.6pp | 78.8%-20.0pp | 80.3%-21.5pp |
| Annual return | 16.38% | 166.82%-150.4pp | 134.50%-118.1pp | 373.84%-357.5pp |
| Employer contribution / active EE | $9,051 | $5,478+65.2% | $4,821+87.7% | $4,755+90.4% |
| Participant deferral / active EE | $326 | $6,522-95.0% | $5,682-94.3% | $6,713-95.1% |
| Admin fee / account holder | $1,743 | $16,158-89.2% | $13,215-86.8% | $11,407-84.7% |