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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 | $90,738 | $154,228-41.2% | $145,433-37.6% | $137,256-33.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.25% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,617 | $4,804-66.3% | $4,554-64.5% | $4,156-61.1% |
| Participant deferral / active EE | $2,326 | $8,216-71.7% | $7,897-70.6% | $6,407-63.7% |
| Admin fee / account holder | $816 | $14,344-94.3% | $13,129-93.8% | $12,270-93.3% |