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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 | $120,735 | $209,336-42.3% | $197,124-38.8% | $137,256-12.0% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 15.21% | 48.09%-32.9pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,064 | $6,591-68.7% | $6,227-66.9% | $4,156-50.3% |
| Participant deferral / active EE | $2,727 | $9,614-71.6% | $9,135-70.1% | $6,407-57.4% |
| Admin fee / account holder | $1,987 | $17,308-88.5% | $16,298-87.8% | $12,270-83.8% |