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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 | $142,976 | $154,228-7.3% | $145,433-1.7% | $137,256+4.2% |
| Participation rate | 56.5% | 83.8%-27.3pp | 82.1%-25.6pp | 80.0%-23.4pp |
| Annual return | 17.64% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,254 | $4,804-73.9% | $4,554-72.5% | $4,156-69.8% |
| Participant deferral / active EE | $2,360 | $8,216-71.3% | $7,897-70.1% | $6,407-63.2% |
| Admin fee / account holder | $12,717 | $14,344-11.3% | $13,129-3.1% | $12,270+3.6% |