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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 | $123,221 | $155,555-20.8% | $146,866-16.1% | $155,188-20.6% |
| Participation rate | 42.1% | 84.0%-41.9pp | 82.5%-40.4pp | 80.8%-38.7pp |
| Annual return | 16.61% | 115.41%-98.8pp | 102.85%-86.2pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,308 | $4,647-71.9% | $4,425-70.4% | $4,248-69.2% |
| Participant deferral / active EE | $2,493 | $8,044-69.0% | $7,759-67.9% | $6,531-61.8% |
| Admin fee / account holder | $1,476 | $14,755-90.0% | $13,620-89.2% | $14,480-89.8% |