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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 | $192,414 | $254,759-24.5% | $216,567-11.2% | $198,609-3.1% |
| Participation rate | 46.7% | 84.5%-37.9pp | 81.6%-35.0pp | 82.4%-35.7pp |
| Annual return | 24.06% | 10.04%+14.0pp | 12.94%+11.1pp | 202.70%-178.6pp |
| Employer contribution / active EE | $1,755 | $6,096-71.2% | $5,216-66.4% | $5,055-65.3% |
| Participant deferral / active EE | $1,744 | $6,948-74.9% | $6,191-71.8% | $6,977-75.0% |
| Admin fee / account holder | $2,952 | $26,311-88.8% | $21,981-86.6% | $19,030-84.5% |