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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 | $171,626 | $100,970+70.0% | $96,576+77.7% | $137,256+25.0% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 14.64% | 38.16%-23.5pp | 38.47%-23.8pp | 220.34%-205.7pp |
| Employer contribution / active EE | $153 | $3,809-96.0% | $3,553-95.7% | $4,156-96.3% |
| Participant deferral / active EE | $611 | $8,286-92.6% | $7,956-92.3% | $6,407-90.5% |
| Admin fee / account holder | $4,288 | $11,312-62.1% | $11,381-62.3% | $12,270-65.1% |