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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 | $236,716 | $117,895+100.8% | $102,460+131.0% | $145,897+62.2% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 19.10% | 31.92%-12.8pp | 29.47%-10.4pp | 552.29%-533.2pp |
| Employer contribution / active EE | $8,543 | $3,619+136.1% | $3,025+182.4% | $4,663+83.2% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,159 | $13,353-76.3% | $9,460-66.6% | $13,390-76.4% |