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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 | $167,112 | $165,381+1.0% | $149,730+11.6% | $158,966+5.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 18.69% | 348.29%-329.6pp | 276.70%-258.0pp | 302.95%-284.3pp |
| Employer contribution / active EE | $936 | $5,104-81.7% | $4,645-79.9% | $4,762-80.4% |
| Participant deferral / active EE | $1,600 | $7,182-77.7% | $6,843-76.6% | $5,983-73.3% |
| Admin fee / account holder | $6,577 | $10,809-39.2% | $9,310-29.4% | $11,250-41.5% |