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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 | $191,635 | $160,028+19.8% | $147,080+30.3% | $145,884+31.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.89% | 98.60%-88.7pp | 420.17%-410.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $1,109 | $5,286-79.0% | $4,933-77.5% | $4,662-76.2% |
| Participant deferral / active EE | $1,815 | $8,422-78.4% | $8,066-77.5% | $6,690-72.9% |
| Admin fee / account holder | $1,737 | $15,030-88.4% | $12,989-86.6% | $13,392-87.0% |