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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 | $137,172 | $123,898+10.7% | $116,538+17.7% | $155,188-11.6% |
| Participation rate | 44.4% | 83.7%-39.3pp | 82.6%-38.1pp | 80.8%-36.4pp |
| Annual return | 17.24% | 16.04%+1.2pp | 17.97%-0.7pp | 148.84%-131.6pp |
| Employer contribution / active EE | $1,445 | $4,739-69.5% | $4,541-68.2% | $4,248-66.0% |
| Participant deferral / active EE | $1,554 | $6,400-75.7% | $6,207-75.0% | $6,531-76.2% |
| Admin fee / account holder | $23,981 | $9,174+161.4% | $8,737+174.5% | $14,480+65.6% |