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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 | $199,491 | $115,796+72.3% | $101,264+97.0% | $158,950+25.5% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 11.77% | 56.15%-44.4pp | 46.48%-34.7pp | 302.91%-291.1pp |
| Employer contribution / active EE | $11,575 | $4,175+177.2% | $3,660+216.3% | $4,762+143.1% |
| Participant deferral / active EE | $1,062 | $4,958-78.6% | $4,370-75.7% | $5,983-82.3% |
| Admin fee / account holder | $3,986 | $7,247-45.0% | $5,947-33.0% | $11,248-64.6% |