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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 | $119,351 | $172,111-30.7% | $150,298-20.6% | $137,256-13.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 15.15% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $1,202 | $4,636-74.1% | $4,154-71.1% | $4,156-71.1% |
| Participant deferral / active EE | $1,402 | $6,166-77.3% | $5,453-74.3% | $6,407-78.1% |
| Admin fee / account holder | $2,722 | $16,471-83.5% | $14,116-80.7% | $12,270-77.8% |