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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 | $137,082 | $183,627-25.3% | $155,602-11.9% | $145,978-6.1% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 14.76% | 61.32%-46.6pp | 64.81%-50.1pp | 550.52%-535.8pp |
| Employer contribution / active EE | $1,609 | $5,316-69.7% | $4,675-65.6% | $4,662-65.5% |
| Participant deferral / active EE | $868 | $6,466-86.6% | $5,629-84.6% | $6,690-87.0% |
| Admin fee / account holder | $796 | $19,327-95.9% | $15,923-95.0% | $13,400-94.1% |