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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 | $126,718 | $96,508+31.3% | $75,901+67.0% | $152,897-17.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 23.50% | 33.99%-10.5pp | 30.76%-7.3pp | 345.43%-321.9pp |
| Employer contribution / active EE | $3,711 | $3,310+12.1% | $2,501+48.4% | $4,764-22.1% |
| Participant deferral / active EE | $761 | $4,554-83.3% | $3,603-78.9% | $5,851-87.0% |
| Admin fee / account holder | $657 | $8,081-91.9% | $5,420-87.9% | $11,599-94.3% |