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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 | $162,049 | $117,846+37.5% | $102,434+58.2% | $145,884+11.1% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 12.44% | 31.90%-19.5pp | 29.46%-17.0pp | 551.85%-539.4pp |
| Employer contribution / active EE | $953 | $3,615-73.6% | $3,023-68.5% | $4,662-79.6% |
| Participant deferral / active EE | $1,651 | $5,733-71.2% | $5,055-67.3% | $6,690-75.3% |
| Admin fee / account holder | $21,854 | $13,356+63.6% | $9,462+131.0% | $13,392+63.2% |