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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 | $175,742 | $171,272+2.6% | $127,803+37.5% | $152,885+15.0% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.0%-29.0pp | 82.5%-32.5pp |
| Annual return | 20.76% | 23.54%-2.8pp | 26.14%-5.4pp | 345.39%-324.6pp |
| Employer contribution / active EE | $1,444 | $5,451-73.5% | $4,576-68.4% | $4,763-69.7% |
| Participant deferral / active EE | $2,088 | $7,043-70.4% | $6,023-65.3% | $5,851-64.3% |
| Admin fee / account holder | $30,601 | $14,540+110.5% | $9,399+225.6% | $11,598+163.8% |