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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 | $243,838 | $182,442+33.7% | $163,379+49.2% | $138,895+75.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 12.66% | 72.74%-60.1pp | 63.41%-50.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $2,745 | $4,159-34.0% | $3,752-26.9% | $4,194-34.6% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,381 | $10,396-77.1% | $9,818-75.8% | $12,562-81.1% |