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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 | $211,700 | $183,539+15.3% | $155,556+36.1% | $145,897+45.1% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.6pp | 80.3%-63.6pp |
| Annual return | 15.56% | 61.31%-45.7pp | 64.84%-49.3pp | 552.29%-536.7pp |
| Employer contribution / active EE | $7,298 | $5,315+37.3% | $4,675+56.1% | $4,663+56.5% |
| Participant deferral / active EE | $1,533 | $6,467-76.3% | $5,631-72.8% | $6,689-77.1% |
| Admin fee / account holder | $1,173 | $19,275-93.9% | $15,885-92.6% | $13,390-91.2% |