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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 | $165,468 | $185,312-10.7% | $161,489+2.5% | $154,746+6.9% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 18.77% | 103.84%-85.1pp | 89.72%-70.9pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,401 | $4,769-70.6% | $4,268-67.2% | $4,379-68.0% |
| Participant deferral / active EE | $1,903 | $6,350-70.0% | $5,630-66.2% | $6,730-71.7% |
| Admin fee / account holder | $1,444 | $18,654-92.3% | $16,006-91.0% | $14,365-89.9% |