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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 | $125,623 | $99,345+26.5% | $84,753+48.2% | $273,972-54.1% |
| Participation rate | 69.2% | 80.7%-11.5pp | 76.6%-7.4pp | 83.0%-13.8pp |
| Annual return | 15.51% | 22.93%-7.4pp | 22.78%-7.3pp | 41.46%-25.9pp |
| Employer contribution / active EE | $8,585 | $4,214+103.7% | $3,574+140.2% | $4,869+76.3% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $316 | $6,645-95.2% | $5,333-94.1% | $10,133-96.9% |