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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 | $95,162 | $78,682+20.9% | $109,188-12.8% | $85,851+10.8% |
| Participation rate | 55.6% | 68.3%-12.7pp | 75.9%-20.3pp | 69.3%-13.8pp |
| Annual return | 14.30% | 25.09%-10.8pp | 25.76%-11.5pp | 318.63%-304.3pp |
| Employer contribution / active EE | $5,135 | $2,734+87.8% | $3,723+37.9% | $2,565+100.2% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,787 | $5,470+24.1% | $6,755+0.5% | $6,261+8.4% |