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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 | $56,404 | $755,339-92.5% | $379,746-85.1% | $158,982-64.5% |
| Participation rate | 66.7% | 81.8%-15.1pp | 78.4%-11.8pp | 82.0%-15.3pp |
| Annual return | 16.78% | 53.41%-36.6pp | 34.90%-18.1pp | 302.99%-286.2pp |
| Employer contribution / active EE | $1,258 | $4,685-73.1% | $3,540-64.4% | $4,763-73.6% |
| Participant deferral / active EE | $1,836 | $7,938-76.9% | $6,024-69.5% | $5,983-69.3% |
| Admin fee / account holder | $12,380 | $14,482-14.5% | $7,927+56.2% | $11,252+10.0% |