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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 | $164,736 | $117,895+39.7% | $102,460+60.8% | $145,897+12.9% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 9.63% | 31.92%-22.3pp | 29.47%-19.8pp | 552.29%-542.7pp |
| Employer contribution / active EE | $1,344 | $3,619-62.9% | $3,025-55.6% | $4,663-71.2% |
| Participant deferral / active EE | $1,344 | $5,736-76.6% | $5,056-73.4% | $6,689-79.9% |
| Admin fee / account holder | $9,859 | $13,353-26.2% | $9,460+4.2% | $13,390-26.4% |