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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 | $218,664 | $91,537+138.9% | $130,045+68.1% | $75,173+190.9% |
| Participation rate | 65.4% | 71.5%-6.1pp | 78.5%-13.1pp | 67.2%-1.8pp |
| Annual return | 16.39% | -631.55%+647.9pp | -137.30%+153.7pp | 160.72%-144.3pp |
| Employer contribution / active EE | $3,012 | $2,845+5.9% | $4,321-30.3% | $2,671+12.8% |
| Participant deferral / active EE | $906 | $4,343-79.1% | $5,820-84.4% | $4,126-78.0% |
| Admin fee / account holder | $10,674 | $6,780+57.4% | $10,600+0.7% | $5,651+88.9% |