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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 | $169,379 | $157,829+7.3% | $136,867+23.8% | $198,609-14.7% |
| Participation rate | 52.9% | 77.2%-24.2pp | 74.5%-21.6pp | 82.4%-29.4pp |
| Annual return | 7.07% | 51.25%-44.2pp | 42.97%-35.9pp | 202.70%-195.6pp |
| Employer contribution / active EE | $776 | $3,923-80.2% | $3,547-78.1% | $5,055-84.6% |
| Participant deferral / active EE | $1,539 | $5,463-71.8% | $4,924-68.8% | $6,977-77.9% |
| Admin fee / account holder | $3,339 | $11,107-69.9% | $10,340-67.7% | $19,030-82.5% |