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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 | $132,010 | $211,224-37.5% | $178,505-26.0% | $145,897-9.5% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 8.93% | 30.28%-21.4pp | 27.16%-18.2pp | 552.29%-543.4pp |
| Employer contribution / active EE | $12,573 | $4,577+174.7% | $3,955+217.9% | $4,663+169.7% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,925 | $12,109-67.6% | $10,428-62.4% | $13,390-70.7% |