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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 | $124,803 | $184,014-32.2% | $161,149-22.6% | $138,895-10.1% |
| Participation rate | 56.3% | 82.1%-25.8pp | 78.8%-22.6pp | 79.9%-23.7pp |
| Annual return | 11.62% | 21.52%-9.9pp | 21.16%-9.5pp | 145.39%-133.8pp |
| Employer contribution / active EE | $1,285 | $5,055-74.6% | $4,360-70.5% | $4,194-69.4% |
| Participant deferral / active EE | $1,462 | $6,909-78.8% | $6,153-76.2% | $6,396-77.2% |
| Admin fee / account holder | $2,053 | $18,027-88.6% | $15,194-86.5% | $12,562-83.7% |