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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 | $155,707 | $174,379-10.7% | $152,093+2.4% | $138,895+12.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 16.22% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,151 | $4,652-75.3% | $4,175-72.4% | $4,194-72.6% |
| Participant deferral / active EE | $1,151 | $6,159-81.3% | $5,451-78.9% | $6,396-82.0% |
| Admin fee / account holder | $1,307 | $16,880-92.3% | $14,497-91.0% | $12,562-89.6% |