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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 | $231,398 | $155,555+48.8% | $146,866+57.6% | $155,188+49.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 18.94% | 115.41%-96.5pp | 102.85%-83.9pp | 148.84%-129.9pp |
| Employer contribution / active EE | $1,030 | $4,647-77.8% | $4,425-76.7% | $4,248-75.8% |
| Participant deferral / active EE | $1,030 | $8,044-87.2% | $7,759-86.7% | $6,531-84.2% |
| Admin fee / account holder | $1,835 | $14,755-87.6% | $13,620-86.5% | $14,480-87.3% |