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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 | $123,708 | $124,346-0.5% | $111,306+11.1% | $167,553-26.2% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 19.33% | 37.46%-18.1pp | 54.67%-35.3pp | 478.89%-459.6pp |
| Employer contribution / active EE | $3,443 | $3,438+0.1% | $2,732+26.0% | $4,840-28.9% |
| Participant deferral / active EE | $996 | $5,182-80.8% | $4,488-77.8% | $6,343-84.3% |
| Admin fee / account holder | $443 | $10,623-95.8% | $7,966-94.4% | $12,316-96.4% |