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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 | $182,400 | $166,131+9.8% | $164,975+10.6% | $145,877+25.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 17.51% | 100.37%-82.9pp | 70.12%-52.6pp | 551.28%-533.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $791 | $6,962-88.6% | $6,033-86.9% | $6,691-88.2% |
| Admin fee / account holder | $40,951 | $16,648+146.0% | $12,688+222.8% | $13,402+205.6% |