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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 | $138,409 | $90,486+53.0% | $78,676+75.9% | $273,972-49.5% |
| Participation rate | 61.5% | 76.5%-15.0pp | 73.6%-12.0pp | 83.0%-21.5pp |
| Annual return | 8.06% | 75.62%-67.6pp | 62.19%-54.1pp | 41.46%-33.4pp |
| Employer contribution / active EE | $12,554 | $3,175+295.4% | $2,850+340.5% | $4,869+157.8% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,442 | $5,263-53.6% | $4,510-45.9% | $10,133-75.9% |