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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 | $109,572 | $93,345+17.4% | $119,126-8.0% | $87,485+25.2% |
| Participation rate | 18.6% | 68.7%-50.1pp | 75.8%-57.1pp | 68.9%-50.3pp |
| Annual return | 18.93% | 19.08%-0.2pp | 282.11%-263.2pp | 26.06%-7.1pp |
| Employer contribution / active EE | $865 | $3,172-72.7% | $4,034-78.5% | $2,596-66.7% |
| Participant deferral / active EE | $1,206 | $4,099-70.6% | $5,318-77.3% | $4,274-71.8% |
| Admin fee / account holder | $9,120 | $8,039+13.4% | $10,693-14.7% | $7,775+17.3% |