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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 | $213,324 | $217,432-1.9% | $185,849+14.8% | $167,536+27.3% |
| Participation rate | 7.7% | 86.1%-78.4pp | 81.7%-74.0pp | 82.1%-74.4pp |
| Annual return | 27.62% | 148.42%-120.8pp | 122.10%-94.5pp | 478.82%-451.2pp |
| Employer contribution / active EE | $3,447 | $5,875-41.3% | $5,169-33.3% | $4,839-28.8% |
| Participant deferral / active EE | $1,523 | $6,357-76.0% | $5,569-72.6% | $6,342-76.0% |
| Admin fee / account holder | $424 | $19,818-97.9% | $16,244-97.4% | $12,315-96.6% |