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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 | $144,728 | $81,233+78.2% | $155,567-7.0% | $80,874+79.0% |
| Participation rate | 68.6% | 66.2%+2.3pp | 78.2%-9.6pp | 67.6%+0.9pp |
| Annual return | 12.73% | 33.33%-20.6pp | 64.74%-52.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $4,344 | $3,101+40.1% | $4,674-7.1% | $2,756+57.6% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $11,737 | $7,998+46.8% | $15,916-26.3% | $6,935+69.2% |