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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 | $174,558 | $106,749+63.5% | $145,433+20.0% | $82,448+111.7% |
| Participation rate | 64.7% | 75.6%-10.9pp | 82.1%-17.4pp | 68.1%-3.4pp |
| Annual return | 14.86% | 27.59%-12.7pp | 66.58%-51.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,373 | $3,444-60.1% | $4,554-69.9% | $2,551-46.2% |
| Participant deferral / active EE | $2,288 | $6,519-64.9% | $7,897-71.0% | $4,139-44.7% |
| Admin fee / account holder | $2,479 | $8,390-70.5% | $13,129-81.1% | $7,234-65.7% |