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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 | $221,838 | $223,823-0.9% | $211,142+5.1% | $154,746+43.4% |
| Participation rate | 42.9% | 87.9%-45.0pp | 87.3%-44.4pp | 80.7%-37.8pp |
| Annual return | 10.50% | 50.39%-39.9pp | 46.84%-36.3pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,855 | $6,787-72.7% | $6,442-71.2% | $4,379-57.6% |
| Participant deferral / active EE | $2,416 | $9,750-75.2% | $9,284-74.0% | $6,730-64.1% |
| Admin fee / account holder | $14,053 | $19,707-28.7% | $19,076-26.3% | $14,365-2.2% |