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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 | $146,729 | $111,814+31.2% | $103,378+41.9% | $145,978+0.5% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 10.26% | 24.80%-14.5pp | 24.91%-14.7pp | 550.52%-540.3pp |
| Employer contribution / active EE | $4,110 | $4,215-2.5% | $3,870+6.2% | $4,662-11.8% |
| Participant deferral / active EE | $936 | $5,618-83.3% | $5,058-81.5% | $6,690-86.0% |
| Admin fee / account holder | $8,397 | $9,764-14.0% | $8,4010% | $13,400-37.3% |