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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 | $157,509 | $107,666+46.3% | $102,184+54.1% | $154,746+1.8% |
| Participation rate | 62.5% | 83.7%-21.2pp | 82.6%-20.1pp | 80.7%-18.2pp |
| Annual return | 15.04% | 29.33%-14.3pp | 31.58%-16.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $690 | $3,846-82.1% | $3,594-80.8% | $4,379-84.2% |
| Participant deferral / active EE | $1,390 | $8,719-84.1% | $8,309-83.3% | $6,730-79.3% |
| Admin fee / account holder | $2,494 | $12,943-80.7% | $11,609-78.5% | $14,365-82.6% |