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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 | $206,160 | $176,120+17.1% | $159,487+29.3% | $167,553+23.0% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 15.40% | 331.95%-316.5pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $1,256 | $5,299-76.3% | $4,831-74.0% | $4,840-74.0% |
| Participant deferral / active EE | $1,243 | $7,752-84.0% | $7,354-83.1% | $6,343-80.4% |
| Admin fee / account holder | $2,170 | $12,561-82.7% | $10,804-79.9% | $12,316-82.4% |