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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 | $131,297 | $155,555-15.6% | $146,866-10.6% | $155,188-15.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.5%-45.0pp | 80.8%-43.3pp |
| Annual return | 15.97% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,230 | $4,647-73.5% | $4,425-72.2% | $4,248-71.0% |
| Participant deferral / active EE | $1,988 | $8,044-75.3% | $7,759-74.4% | $6,531-69.6% |
| Admin fee / account holder | $1,725 | $14,755-88.3% | $13,620-87.3% | $14,480-88.1% |