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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 | $144,177 | $110,379+30.6% | $102,412+40.8% | $145,884-1.2% |
| Participation rate | 35.3% | 77.9%-42.6pp | 74.5%-39.2pp | 80.3%-45.0pp |
| Annual return | 10.19% | 24.84%-14.7pp | 24.94%-14.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $997 | $4,216-76.4% | $3,870-74.2% | $4,662-78.6% |
| Participant deferral / active EE | $1,235 | $5,622-78.0% | $5,060-75.6% | $6,690-81.5% |
| Admin fee / account holder | $17,794 | $9,745+82.6% | $8,388+112.1% | $13,392+32.9% |