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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 | $136,256 | $154,228-11.7% | $145,433-6.3% | $137,256-0.7% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 13.10% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,454 | $4,804-69.7% | $4,554-68.1% | $4,156-65.0% |
| Participant deferral / active EE | $2,207 | $8,216-73.1% | $7,897-72.1% | $6,407-65.6% |
| Admin fee / account holder | $72,203 | $14,344+403.4% | $13,129+449.9% | $12,270+488.4% |