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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 | $183,592+15.3% | $155,574+36.1% | $145,877+45.1% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 15.56% | 61.37%-45.8pp | 64.87%-49.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $7,298 | $5,317+37.3% | $4,676+56.1% | $4,663+56.5% |
| Participant deferral / active EE | $1,533 | $6,466-76.3% | $5,629-72.8% | $6,691-77.1% |
| Admin fee / account holder | $1,173 | $19,316-93.9% | $15,914-92.6% | $13,402-91.2% |