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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 | $162,777 | $162,136+0.4% | $152,301+6.9% | $154,746+5.2% |
| Participation rate | 27.8% | 84.1%-56.3pp | 82.4%-54.7pp | 80.7%-52.9pp |
| Annual return | 13.63% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,065 | $4,890-78.2% | $4,624-77.0% | $4,379-75.7% |
| Participant deferral / active EE | $2,664 | $8,341-68.1% | $8,004-66.7% | $6,730-60.4% |
| Admin fee / account holder | $7,887 | $15,759-50.0% | $14,398-45.2% | $14,365-45.1% |