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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 | $199,109-3.4% | $173,730+10.8% | $154,746+24.3% |
| Participation rate | 46.7% | 82.8%-36.1pp | 79.6%-32.9pp | 80.7%-34.0pp |
| Annual return | 24.06% | 20.02%+4.0pp | 19.96%+4.1pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,755 | $5,311-67.0% | $4,577-61.7% | $4,379-59.9% |
| Participant deferral / active EE | $1,744 | $7,113-75.5% | $6,326-72.4% | $6,730-74.1% |
| Admin fee / account holder | $2,952 | $20,916-85.9% | $17,523-83.2% | $14,365-79.4% |