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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 | $233,554 | $140,592+66.1% | $123,106+89.7% | $125,388+86.3% |
| Participation rate | 33.3% | 88.2%-54.9pp | 86.8%-53.4pp | 83.2%-49.9pp |
| Annual return | 0.32% | 16.80%-16.5pp | 13.22%-12.9pp | 282.24%-281.9pp |
| Employer contribution / active EE | $7,488 | $6,041+24.0% | $5,151+45.4% | $4,866+53.9% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,584 | $11,198+30.2% | $9,015+61.8% | $9,541+52.9% |