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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 | $105,880 | $142,354-25.6% | $125,529-15.7% | $155,188-31.8% |
| Participation rate | 63.2% | 78.1%-14.9pp | 74.7%-11.6pp | 80.8%-17.6pp |
| Annual return | 16.19% | 306.06%-289.9pp | 202.56%-186.4pp | 148.84%-132.6pp |
| Employer contribution / active EE | $635 | $3,501-81.9% | $3,058-79.2% | $4,248-85.0% |
| Participant deferral / active EE | $1,271 | $5,491-76.9% | $4,813-73.6% | $6,531-80.5% |
| Admin fee / account holder | $916 | $19,392-95.3% | $16,298-94.4% | $14,480-93.7% |