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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 | $158,231 | $154,365+2.5% | $130,231+21.5% | $139,466+13.5% |
| Participation rate | 62.5% | 79.9%-17.4pp | 76.3%-13.8pp | 80.3%-17.8pp |
| Annual return | 22.44% | 30.53%-8.1pp | 38.86%-16.4pp | 373.66%-351.2pp |
| Employer contribution / active EE | $873 | $5,170-83.1% | $4,126-78.8% | $4,754-81.6% |
| Participant deferral / active EE | $1,481 | $8,498-82.6% | $6,799-78.2% | $6,712-77.9% |
| Admin fee / account holder | $436 | $9,214-95.3% | $6,020-92.8% | $11,409-96.2% |