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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 | $124,949 | $162,136-22.9% | $152,301-18.0% | $154,746-19.3% |
| Participation rate | 38.5% | 84.1%-45.6pp | 82.4%-44.0pp | 80.7%-42.2pp |
| Annual return | 13.07% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,106 | $4,890-77.4% | $4,624-76.1% | $4,379-74.7% |
| Participant deferral / active EE | $2,524 | $8,341-69.7% | $8,004-68.5% | $6,730-62.5% |
| Admin fee / account holder | $33,406 | $15,759+112.0% | $14,398+132.0% | $14,365+132.5% |