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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 | $141,565 | $106,864+32.5% | $147,318-3.9% | $82,637+71.3% |
| Participation rate | 20.0% | 75.5%-55.5pp | 82.1%-62.1pp | 68.1%-48.1pp |
| Annual return | 15.74% | 27.49%-11.7pp | 70.43%-54.7pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,075 | $3,417-68.5% | $4,593-76.6% | $2,552-57.9% |
| Participant deferral / active EE | $1,881 | $6,496-71.0% | $7,906-76.2% | $4,126-54.4% |
| Admin fee / account holder | $6,138 | $8,415-27.1% | $13,708-55.2% | $7,339-16.4% |