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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 | $163,089 | $180,028-9.4% | $138,135+18.1% | $158,982+2.6% |
| Participation rate | 60.0% | 82.2%-22.2pp | 78.7%-18.7pp | 82.0%-22.0pp |
| Annual return | 12.77% | 21.68%-8.9pp | 20.51%-7.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $3,061 | $7,470-59.0% | $5,587-45.2% | $4,763-35.7% |
| Participant deferral / active EE | $1,296 | $7,717-83.2% | $6,431-79.9% | $5,983-78.3% |
| Admin fee / account holder | $1,031 | $17,912-94.2% | $11,856-91.3% | $11,252-90.8% |