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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 | $201,840 | $124,330+62.3% | $109,173+84.9% | $167,536+20.5% |
| Participation rate | 69.2% | 79.5%-10.2pp | 75.9%-6.6pp | 82.1%-12.9pp |
| Annual return | 14.02% | 26.04%-12.0pp | 25.75%-11.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $14,963 | $4,209+255.5% | $3,723+301.9% | $4,839+209.2% |
| Participant deferral / active EE | $483 | $5,256-90.8% | $4,654-89.6% | $6,342-92.4% |
| Admin fee / account holder | $1,137 | $7,974-85.7% | $6,755-83.2% | $12,315-90.8% |