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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 | $125,566 | $105,856+18.6% | $90,161+39.3% | $147,586-14.9% |
| Participation rate | 53.8% | 79.7%-25.9pp | 76.9%-23.0pp | 82.8%-29.0pp |
| Annual return | 16.23% | 37.63%-21.4pp | 34.89%-18.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $551 | $4,126-86.7% | $3,318-83.4% | $4,876-88.7% |
| Participant deferral / active EE | $1,135 | $5,733-80.2% | $5,287-78.5% | $5,439-79.1% |
| Admin fee / account holder | $1,641 | $8,046-79.6% | $5,943-72.4% | $10,886-84.9% |