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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 | $157,147 | $183,516-14.4% | $155,534+1.0% | $145,884+7.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 27.87% | 61.43%-33.6pp | 64.92%-37.0pp | 551.85%-524.0pp |
| Employer contribution / active EE | $12,558 | $5,315+136.3% | $4,675+168.6% | $4,662+169.3% |
| Participant deferral / active EE | $1,313 | $6,467-79.7% | $5,630-76.7% | $6,690-80.4% |
| Admin fee / account holder | $839 | $19,293-95.7% | $15,900-94.7% | $13,392-93.7% |