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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 | $150,708 | $199,109-24.3% | $173,730-13.3% | $154,746-2.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.6%-12.9pp | 80.7%-14.0pp |
| Annual return | 13.72% | 20.02%-6.3pp | 19.96%-6.2pp | 172.34%-158.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,024 | $7,113-71.6% | $6,326-68.0% | $6,730-69.9% |
| Admin fee / account holder | $788 | $20,916-96.2% | $17,523-95.5% | $14,365-94.5% |