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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 | $143,630 | $212,386-32.4% | $199,883-28.1% | $138,895+3.4% |
| Participation rate | 69.2% | 87.4%-18.1pp | 86.8%-17.5pp | 79.9%-10.7pp |
| Annual return | 17.14% | 47.75%-30.6pp | 43.81%-26.7pp | 145.39%-128.3pp |
| Employer contribution / active EE | $6,762 | $6,625+2.1% | $6,261+8.0% | $4,194+61.2% |
| Participant deferral / active EE | $2,772 | $9,617-71.2% | $9,138-69.7% | $6,396-56.7% |
| Admin fee / account holder | $1,168 | $18,233-93.6% | $17,268-93.2% | $12,562-90.7% |