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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 | $122,294 | $172,758-29.2% | $149,600-18.3% | $138,895-12.0% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.8pp | 79.9%-46.6pp |
| Annual return | 28.43% | 181.17%-152.7pp | 129.59%-101.2pp | 145.39%-117.0pp |
| Employer contribution / active EE | $1,230 | $4,778-74.3% | $4,193-70.7% | $4,194-70.7% |
| Participant deferral / active EE | $1,850 | $8,180-77.4% | $7,203-74.3% | $6,396-71.1% |
| Admin fee / account holder | $1,154 | $17,615-93.5% | $13,963-91.7% | $12,562-90.8% |