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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 | $231,004 | $211,946+9.0% | $169,452+36.3% | $135,380+70.6% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -5.34% | 3.26%-8.6pp | 1.83%-7.2pp | 519.81%-525.1pp |
| Employer contribution / active EE | $6,921 | $5,117+35.3% | $4,157+66.5% | $4,779+44.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,952 | $11,472+126.2% | $9,110+184.9% | $10,828+139.7% |