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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 | $156,948 | $177,595-11.6% | $148,496+5.7% | $198,609-21.0% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.0%-21.0pp | 82.4%-27.4pp |
| Annual return | 17.27% | 9.97%+7.3pp | 12.33%+4.9pp | 202.70%-185.4pp |
| Employer contribution / active EE | $1,146 | $4,098-72.0% | $3,497-67.2% | $5,055-77.3% |
| Participant deferral / active EE | $1,604 | $5,539-71.0% | $4,808-66.6% | $6,977-77.0% |
| Admin fee / account holder | $1,710 | $27,010-93.7% | $19,547-91.3% | $19,030-91.0% |