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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 | $86,793 | $117,444-26.1% | $99,479-12.8% | $152,909-43.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 24.15% | 31.87%-7.7pp | 30.72%-6.6pp | 345.46%-321.3pp |
| Employer contribution / active EE | $7,491 | $3,014+148.5% | $2,540+194.9% | $4,764+57.2% |
| Participant deferral / active EE | $74 | $4,086-98.2% | $3,619-98.0% | $5,851-98.7% |
| Admin fee / account holder | $8,294 | $7,635+8.6% | $6,253+32.6% | $11,601-28.5% |