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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 | $126,206 | $165,399-23.7% | $149,745-15.7% | $158,982-20.6% |
| Participation rate | 43.5% | 84.6%-41.1pp | 82.5%-39.0pp | 82.0%-38.5pp |
| Annual return | 12.78% | 348.34%-335.6pp | 276.72%-263.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,121 | $5,105-78.0% | $4,646-75.9% | $4,763-76.5% |
| Participant deferral / active EE | $1,863 | $7,183-74.1% | $6,843-72.8% | $5,983-68.9% |
| Admin fee / account holder | $3,094 | $10,811-71.4% | $9,312-66.8% | $11,252-72.5% |