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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 | $203,340 | $181,896+11.8% | $156,551+29.9% | $273,972-25.8% |
| Participation rate | 65.0% | 88.4%-23.4pp | 84.0%-19.0pp | 83.0%-18.0pp |
| Annual return | 6.61% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,668 | $5,550-69.9% | $4,871-65.8% | $5,287-68.5% |
| Admin fee / account holder | $12,299 | $15,560-21.0% | $13,028-5.6% | $10,133+21.4% |