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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 | $172,111-24.0% | $150,298-13.0% | $137,256-4.7% |
| Participation rate | 41.7% | 81.7%-40.0pp | 77.8%-36.1pp | 80.0%-38.3pp |
| Annual return | 15.12% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,129 | $4,636-75.7% | $4,154-72.8% | $4,156-72.8% |
| Participant deferral / active EE | $1,406 | $6,166-77.2% | $5,453-74.2% | $6,407-78.0% |
| Admin fee / account holder | $549 | $16,471-96.7% | $14,116-96.1% | $12,270-95.5% |