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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 | $126,649 | $184,014-31.2% | $161,149-21.4% | $138,895-8.8% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.8%-18.8pp | 79.9%-19.9pp |
| Annual return | 17.29% | 21.52%-4.2pp | 21.16%-3.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,712 | $5,055-66.1% | $4,360-60.7% | $4,194-59.2% |
| Participant deferral / active EE | $1,796 | $6,909-74.0% | $6,153-70.8% | $6,396-71.9% |
| Admin fee / account holder | $3,500 | $18,027-80.6% | $15,194-77.0% | $12,562-72.1% |