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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 | $183,793 | $196,972-6.7% | $182,262+0.8% | $198,609-7.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 16.68% | 158.27%-141.6pp | 140.60%-123.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $2,523 | $5,364-53.0% | $5,046-50.0% | $5,055-50.1% |
| Participant deferral / active EE | $3,360 | $8,643-61.1% | $8,276-59.4% | $6,977-51.8% |
| Admin fee / account holder | $3,108 | $18,429-83.1% | $16,712-81.4% | $19,030-83.7% |