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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 | $133,062 | $157,829-15.7% | $136,867-2.8% | $198,609-33.0% |
| Participation rate | 33.3% | 77.2%-43.8pp | 74.5%-41.2pp | 82.4%-49.0pp |
| Annual return | 19.98% | 51.25%-31.3pp | 42.97%-23.0pp | 202.70%-182.7pp |
| Employer contribution / active EE | $972 | $3,923-75.2% | $3,547-72.6% | $5,055-80.8% |
| Participant deferral / active EE | $1,035 | $5,463-81.1% | $4,924-79.0% | $6,977-85.2% |
| Admin fee / account holder | $1,171 | $11,107-89.5% | $10,340-88.7% | $19,030-93.8% |