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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 | $167,836 | $138,312+21.3% | $122,979+36.5% | $155,188+8.1% |
| Participation rate | 41.2% | 80.2%-39.0pp | 77.2%-36.0pp | 80.8%-39.6pp |
| Annual return | 13.48% | 22.06%-8.6pp | 20.12%-6.6pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,858 | $3,530-47.4% | $3,062-39.3% | $4,248-56.2% |
| Participant deferral / active EE | $1,739 | $5,592-68.9% | $5,003-65.2% | $6,531-73.4% |
| Admin fee / account holder | $8,160 | $15,089-45.9% | $12,864-36.6% | $14,480-43.6% |