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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 | $124,425+34.9% | $112,040+49.8% | $137,256+22.3% |
| Participation rate | 41.2% | 79.3%-38.1pp | 76.5%-35.3pp | 80.0%-38.8pp |
| Annual return | 13.48% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,858 | $3,411-45.5% | $2,954-37.1% | $4,156-55.3% |
| Participant deferral / active EE | $1,739 | $5,718-69.6% | $5,098-65.9% | $6,407-72.9% |
| Admin fee / account holder | $8,160 | $15,207-46.3% | $12,098-32.6% | $12,270-33.5% |