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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 | $139,948+12.1% | $121,663+29.0% | $154,746+1.4% |
| Participation rate | 55.0% | 78.0%-23.0pp | 74.5%-19.5pp | 80.7%-25.7pp |
| Annual return | 17.27% | 230.52%-213.3pp | 147.54%-130.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,146 | $3,521-67.4% | $3,020-62.0% | $4,379-73.8% |
| Participant deferral / active EE | $1,604 | $5,629-71.5% | $4,887-67.2% | $6,730-76.2% |
| Admin fee / account holder | $1,710 | $17,321-90.1% | $14,289-88.0% | $14,365-88.1% |