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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 | $245,709 | $110,410+122.5% | $102,437+139.9% | $145,897+68.4% |
| Participation rate | 56.3% | 77.9%-21.7pp | 74.5%-18.3pp | 80.3%-24.1pp |
| Annual return | 12.79% | 24.85%-12.1pp | 24.95%-12.2pp | 552.29%-539.5pp |
| Employer contribution / active EE | $13,873 | $4,217+229.0% | $3,871+258.4% | $4,663+197.5% |
| Participant deferral / active EE | $392 | $5,622-93.0% | $5,060-92.2% | $6,689-94.1% |
| Admin fee / account holder | $16,594 | $9,745+70.3% | $8,388+97.8% | $13,390+23.9% |