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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 | $170,871 | $114,013+49.9% | $103,693+64.8% | $155,188+10.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 11.21% | 49.31%-38.1pp | 47.61%-36.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $432 | $3,131-86.2% | $2,920-85.2% | $4,248-89.8% |
| Participant deferral / active EE | $864 | $4,970-82.6% | $4,579-81.1% | $6,531-86.8% |
| Admin fee / account holder | $1,811 | $8,407-78.5% | $7,858-77.0% | $14,480-87.5% |