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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 | $117,829+100.9% | $102,423+131.1% | $145,877+62.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 19.10% | 31.83%-12.7pp | 29.42%-10.3pp | 551.28%-532.2pp |
| Employer contribution / active EE | $8,543 | $3,615+136.3% | $3,023+182.6% | $4,663+83.2% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $3,159 | $13,335-76.3% | $9,455-66.6% | $13,402-76.4% |