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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 | $224,878 | $155,555+44.6% | $146,866+53.1% | $155,188+44.9% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.5%-82.5pp | 80.8%-80.8pp |
| Annual return | 15.69% | 115.41%-99.7pp | 102.85%-87.2pp | 148.84%-133.1pp |
| Employer contribution / active EE | $2,101 | $4,647-54.8% | $4,425-52.5% | $4,248-50.5% |
| Participant deferral / active EE | $2,460 | $8,044-69.4% | $7,759-68.3% | $6,531-62.3% |
| Admin fee / account holder | $1,505 | $14,755-89.8% | $13,620-88.9% | $14,480-89.6% |