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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 | $115,813 | $132,634-12.7% | $115,7680% | $137,256-15.6% |
| Participation rate | 29.2% | 77.9%-48.7pp | 74.4%-45.2pp | 80.0%-50.8pp |
| Annual return | 12.82% | 160.70%-147.9pp | 100.46%-87.6pp | 220.34%-207.5pp |
| Employer contribution / active EE | $782 | $3,360-76.7% | $2,940-73.4% | $4,156-81.2% |
| Participant deferral / active EE | $1,148 | $5,619-79.6% | $4,917-76.7% | $6,407-82.1% |
| Admin fee / account holder | $27,697 | $15,028+84.3% | $12,439+122.7% | $12,270+125.7% |