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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 | $146,805 | $135,905+8.0% | $126,068+16.4% | $198,609-26.1% |
| Participation rate | 66.7% | 85.6%-19.0pp | 84.7%-18.0pp | 82.4%-15.7pp |
| Annual return | 18.55% | 14.07%+4.5pp | 15.01%+3.5pp | 202.70%-184.1pp |
| Employer contribution / active EE | $1,803 | $4,245-57.5% | $3,968-54.6% | $5,055-64.3% |
| Participant deferral / active EE | $2,396 | $8,523-71.9% | $8,214-70.8% | $6,977-65.7% |
| Admin fee / account holder | $3,036 | $21,036-85.6% | $18,264-83.4% | $19,030-84.0% |