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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 | $238,203 | $223,823+6.4% | $211,142+12.8% | $154,746+53.9% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 10.91% | 50.39%-39.5pp | 46.84%-35.9pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,820 | $6,787-73.2% | $6,442-71.8% | $4,379-58.5% |
| Participant deferral / active EE | $3,066 | $9,750-68.6% | $9,284-67.0% | $6,730-54.5% |
| Admin fee / account holder | $701 | $19,707-96.4% | $19,076-96.3% | $14,365-95.1% |