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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 | $138,726 | $165,381-16.1% | $149,730-7.3% | $158,966-12.7% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 17.54% | 348.29%-330.8pp | 276.70%-259.2pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,514 | $5,104-70.3% | $4,645-67.4% | $4,762-68.2% |
| Participant deferral / active EE | $2,125 | $7,182-70.4% | $6,843-68.9% | $5,983-64.5% |
| Admin fee / account holder | $1,430 | $10,809-86.8% | $9,310-84.6% | $11,250-87.3% |