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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 | $167,330 | $181,062-7.6% | $158,223+5.8% | $155,188+7.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 9.84% | 57.39%-47.5pp | 52.09%-42.3pp | 148.84%-139.0pp |
| Employer contribution / active EE | $1,158 | $4,565-74.6% | $4,109-71.8% | $4,248-72.7% |
| Participant deferral / active EE | $1,110 | $6,134-81.9% | $5,467-79.7% | $6,531-83.0% |
| Admin fee / account holder | $1,406 | $18,825-92.5% | $16,047-91.2% | $14,480-90.3% |