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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 | $102,868 | $100,970+1.9% | $96,576+6.5% | $137,256-25.1% |
| Participation rate | 37.5% | 82.6%-45.1pp | 81.4%-43.9pp | 80.0%-42.5pp |
| Annual return | 12.87% | 38.16%-25.3pp | 38.47%-25.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,276 | $3,809-66.5% | $3,553-64.1% | $4,156-69.3% |
| Participant deferral / active EE | $1,637 | $8,286-80.2% | $7,956-79.4% | $6,407-74.5% |
| Admin fee / account holder | $14,456 | $11,312+27.8% | $11,381+27.0% | $12,270+17.8% |