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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 | $225,766 | $140,592+60.6% | $123,105+83.4% | $125,389+80.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 4.88% | 16.80%-11.9pp | 13.22%-8.3pp | 282.24%-277.4pp |
| Employer contribution / active EE | $36,627 | $6,041+506.3% | $5,151+611.1% | $4,866+652.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,922 | $11,198-56.0% | $9,014-45.4% | $9,541-48.4% |