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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 | $136,655 | $140,592-2.8% | $123,105+11.0% | $125,389+9.0% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | 38.89% | 16.80%+22.1pp | 13.22%+25.7pp | 282.24%-243.3pp |
| Employer contribution / active EE | $2,961 | $6,041-51.0% | $5,151-42.5% | $4,866-39.2% |
| Participant deferral / active EE | $1,836 | $6,980-73.7% | $6,229-70.5% | $5,352-65.7% |
| Admin fee / account holder | $2,048 | $11,198-81.7% | $9,014-77.3% | $9,541-78.5% |