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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 | $156,398-16.0% | $147,318-10.9% | $138,895-5.5% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 79.9%-42.4pp |
| Annual return | 15.97% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $1,230 | $4,853-74.7% | $4,593-73.2% | $4,194-70.7% |
| Participant deferral / active EE | $1,988 | $8,237-75.9% | $7,906-74.9% | $6,396-68.9% |
| Admin fee / account holder | $1,725 | $14,976-88.5% | $13,708-87.4% | $12,562-86.3% |