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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 | $127,903 | $102,938+24.3% | $94,105+35.9% | $138,895-7.9% |
| Participation rate | 33.3% | 74.6%-41.3pp | 71.9%-38.6pp | 79.9%-46.6pp |
| Annual return | 15.54% | 250.28%-234.7pp | 204.55%-189.0pp | 145.39%-129.9pp |
| Employer contribution / active EE | $345 | $2,732-87.4% | $2,504-86.2% | $4,194-91.8% |
| Participant deferral / active EE | $463 | $4,196-89.0% | $3,881-88.1% | $6,396-92.8% |
| Admin fee / account holder | $515 | $6,600-92.2% | $6,199-91.7% | $12,562-95.9% |