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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 | $144,410 | $138,312+4.4% | $122,979+17.4% | $155,188-6.9% |
| Participation rate | 63.6% | 80.2%-16.6pp | 77.2%-13.6pp | 80.8%-17.2pp |
| Annual return | 15.23% | 22.06%-6.8pp | 20.12%-4.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,045 | $3,530-42.1% | $3,062-33.2% | $4,248-51.8% |
| Participant deferral / active EE | $1,326 | $5,592-76.3% | $5,003-73.5% | $6,531-79.7% |
| Admin fee / account holder | $3,100 | $15,089-79.5% | $12,864-75.9% | $14,480-78.6% |