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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 | $179,654 | $132,634+35.5% | $115,768+55.2% | $137,256+30.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.4%-24.4pp | 80.0%-30.0pp |
| Annual return | 18.17% | 160.70%-142.5pp | 100.46%-82.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,556 | $3,360-53.7% | $2,940-47.1% | $4,156-62.6% |
| Participant deferral / active EE | $281 | $5,619-95.0% | $4,917-94.3% | $6,407-95.6% |
| Admin fee / account holder | $16,870 | $15,028+12.3% | $12,439+35.6% | $12,270+37.5% |