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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 | $77,678 | $201,344-61.4% | $184,243-57.8% | $145,877-46.8% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 11.41% | 29.01%-17.6pp | 28.82%-17.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $12,000 | $7,022+70.9% | $6,427+86.7% | $4,663+157.4% |
| Participant deferral / active EE | $2,861 | $9,807-70.8% | $9,132-68.7% | $6,691-57.2% |
| Admin fee / account holder | $710 | $16,382-95.7% | $13,914-94.9% | $13,402-94.7% |