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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 | $163,117 | $172,111-5.2% | $150,298+8.5% | $137,256+18.8% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 12.24% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $861 | $4,636-81.4% | $4,154-79.3% | $4,156-79.3% |
| Participant deferral / active EE | $1,531 | $6,166-75.2% | $5,453-71.9% | $6,407-76.1% |
| Admin fee / account holder | $8,380 | $16,471-49.1% | $14,116-40.6% | $12,270-31.7% |