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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 | $201,695 | $148,629+35.7% | $135,982+48.3% | $139,487+44.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 13.66% | 79.33%-65.7pp | 68.32%-54.7pp | 373.84%-360.2pp |
| Employer contribution / active EE | $1,127 | $5,247-78.5% | $4,859-76.8% | $4,755-76.3% |
| Participant deferral / active EE | $1,239 | $8,102-84.7% | $7,760-84.0% | $6,713-81.5% |
| Admin fee / account holder | $2,140 | $12,406-82.8% | $10,767-80.1% | $11,407-81.2% |