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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 | $165,530 | $108,825+52.1% | $156,181+6.0% | $82,448+100.8% |
| Participation rate | 69.2% | 72.4%-3.1pp | 78.8%-9.6pp | 68.1%+1.2pp |
| Annual return | 16.99% | 20.59%-3.6pp | 64.87%-47.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,898 | $2,870-33.9% | $4,294-55.8% | $2,551-25.6% |
| Participant deferral / active EE | $1,024 | $4,577-77.6% | $6,132-83.3% | $4,139-75.3% |
| Admin fee / account holder | $9,059 | $9,341-3.0% | $14,586-37.9% | $7,234+25.2% |