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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 | $148,801 | $184,014-19.1% | $161,149-7.7% | $138,895+7.1% |
| Participation rate | 40.9% | 82.1%-41.2pp | 78.8%-37.9pp | 79.9%-39.0pp |
| Annual return | 14.94% | 21.52%-6.6pp | 21.16%-6.2pp | 145.39%-130.5pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,888 | $6,909-72.7% | $6,153-69.3% | $6,396-70.5% |
| Admin fee / account holder | $1,570 | $18,027-91.3% | $15,194-89.7% | $12,562-87.5% |