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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 | $243,441 | $174,379+39.6% | $152,093+60.1% | $138,895+75.3% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 13.75% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.6pp |
| Employer contribution / active EE | $11,667 | $4,652+150.8% | $4,175+179.5% | $4,194+178.2% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,190 | $16,880-87.0% | $14,497-84.9% | $12,562-82.6% |