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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 | $146,442 | $114,712+27.7% | $173,730-15.7% | $87,485+67.4% |
| Participation rate | 44.0% | 73.0%-29.0pp | 79.6%-35.6pp | 68.9%-24.9pp |
| Annual return | 14.34% | 20.18%-5.8pp | 19.96%-5.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,167 | $2,904-59.8% | $4,577-74.5% | $2,596-55.1% |
| Participant deferral / active EE | $1,915 | $4,642-58.7% | $6,326-69.7% | $4,274-55.2% |
| Admin fee / account holder | $2,185 | $10,210-78.6% | $17,523-87.5% | $7,775-71.9% |