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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 | $122,913 | $111,535+10.2% | $105,223+16.8% | $137,256-10.4% |
| Participation rate | 14.3% | 78.1%-63.8pp | 75.0%-60.8pp | 80.0%-65.7pp |
| Annual return | 19.42% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,351 | $3,939-65.7% | $3,689-63.4% | $4,156-67.5% |
| Participant deferral / active EE | $1,433 | $5,500-74.0% | $5,072-71.8% | $6,407-77.6% |
| Admin fee / account holder | $1,921 | $9,721-80.2% | $8,859-78.3% | $12,270-84.3% |