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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 | $130,784 | $174,379-25.0% | $152,093-14.0% | $138,895-5.8% |
| Participation rate | 41.7% | 81.6%-40.0pp | 77.8%-36.1pp | 79.9%-38.3pp |
| Annual return | 15.12% | 74.86%-59.7pp | 66.36%-51.2pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,129 | $4,652-75.7% | $4,175-73.0% | $4,194-73.1% |
| Participant deferral / active EE | $1,406 | $6,159-77.2% | $5,451-74.2% | $6,396-78.0% |
| Admin fee / account holder | $549 | $16,880-96.7% | $14,497-96.2% | $12,562-95.6% |