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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 | $143,386 | $117,859+21.7% | $102,438+40.0% | $145,959-1.8% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 19.47% | 31.72%-12.3pp | 29.37%-9.9pp | 561.95%-542.5pp |
| Employer contribution / active EE | $931 | $3,615-74.2% | $3,024-69.2% | $4,661-80.0% |
| Participant deferral / active EE | $1,464 | $5,732-74.5% | $5,054-71.0% | $6,689-78.1% |
| Admin fee / account holder | $1,787 | $13,318-86.6% | $9,448-81.1% | $13,398-86.7% |