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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 | $108,966 | $154,228-29.3% | $145,433-25.1% | $137,256-20.6% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 28.46% | 74.59%-46.1pp | 66.58%-38.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $1,142 | $4,804-76.2% | $4,554-74.9% | $4,156-72.5% |
| Participant deferral / active EE | $1,910 | $8,216-76.8% | $7,897-75.8% | $6,407-70.2% |
| Admin fee / account holder | $1,644 | $14,344-88.5% | $13,129-87.5% | $12,270-86.6% |