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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 | $146,729 | $110,337+33.0% | $102,383+43.3% | $145,877+0.6% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 10.26% | 24.83%-14.6pp | 24.94%-14.7pp | 551.28%-541.0pp |
| Employer contribution / active EE | $4,110 | $4,216-2.5% | $3,870+6.2% | $4,663-11.9% |
| Participant deferral / active EE | $936 | $5,621-83.3% | $5,060-81.5% | $6,691-86.0% |
| Admin fee / account holder | $8,397 | $9,750-13.9% | $8,391+0.1% | $13,402-37.3% |