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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 | $199,101 | $136,860+45.5% | $120,344+65.4% | $154,746+28.7% |
| Participation rate | 55.6% | 79.9%-24.3pp | 76.7%-21.2pp | 80.7%-25.1pp |
| Annual return | 11.46% | 21.38%-9.9pp | 20.30%-8.8pp | 172.34%-160.9pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,041 | $5,793-82.0% | $5,135-79.7% | $6,730-84.5% |
| Admin fee / account holder | $11,874 | $15,393-22.9% | $12,742-6.8% | $14,365-17.3% |