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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 | $41,035 | $121,701-66.3% | $104,639-60.8% | $158,982-74.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 15.56% | 465.72%-450.2pp | 340.67%-325.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $7,296 | $3,165+130.5% | $2,682+172.1% | $4,763+53.2% |
| Participant deferral / active EE | $564 | $4,176-86.5% | $3,738-84.9% | $5,983-90.6% |
| Admin fee / account holder | $2,107 | $7,778-72.9% | $6,465-67.4% | $11,252-81.3% |