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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 | $115,857 | $162,136-28.5% | $152,301-23.9% | $154,746-25.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 13.52% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,536 | $4,890-68.6% | $4,624-66.8% | $4,379-64.9% |
| Participant deferral / active EE | $2,246 | $8,341-73.1% | $8,004-71.9% | $6,730-66.6% |
| Admin fee / account holder | $703 | $15,759-95.5% | $14,398-95.1% | $14,365-95.1% |