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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 | $157,372 | $223,823-29.7% | $211,142-25.5% | $154,746+1.7% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 17.42% | 50.39%-33.0pp | 46.84%-29.4pp | 172.34%-154.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,155 | $9,750-77.9% | $9,284-76.8% | $6,730-68.0% |
| Admin fee / account holder | $3,142 | $19,707-84.1% | $19,076-83.5% | $14,365-78.1% |