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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 | $197,861 | $211,239-6.3% | $178,528+10.8% | $145,877+35.6% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 22.09% | 30.22%-8.1pp | 27.11%-5.0pp | 551.28%-529.2pp |
| Employer contribution / active EE | $1,060 | $4,570-76.8% | $3,950-73.2% | $4,663-77.3% |
| Participant deferral / active EE | $1,060 | $6,963-84.8% | $6,278-83.1% | $6,691-84.2% |
| Admin fee / account holder | $2,352 | $12,095-80.6% | $10,419-77.4% | $13,402-82.5% |