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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 | $113,976 | $157,296-27.5% | $141,191-19.3% | $152,897-25.5% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.5%-20.9pp |
| Annual return | 18.12% | 64.34%-46.2pp | 71.41%-53.3pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,445 | $5,262-72.5% | $4,736-69.5% | $4,764-69.7% |
| Participant deferral / active EE | $1,841 | $7,111-74.1% | $6,710-72.6% | $5,851-68.5% |
| Admin fee / account holder | $1,209 | $12,125-90.0% | $10,264-88.2% | $11,599-89.6% |