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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 | $159,355 | $155,555+2.4% | $146,866+8.5% | $155,188+2.7% |
| Participation rate | 34.8% | 84.0%-49.2pp | 82.5%-47.7pp | 80.8%-46.0pp |
| Annual return | 11.61% | 115.41%-103.8pp | 102.85%-91.2pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,080 | $8,044-86.6% | $7,759-86.1% | $6,531-83.5% |
| Admin fee / account holder | $11,763 | $14,755-20.3% | $13,620-13.6% | $14,480-18.8% |