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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 | $151,089 | $181,062-16.6% | $158,223-4.5% | $155,188-2.6% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 16.62% | 57.39%-40.8pp | 52.09%-35.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,115 | $4,565-75.6% | $4,109-72.9% | $4,248-73.8% |
| Participant deferral / active EE | $1,345 | $6,134-78.1% | $5,467-75.4% | $6,531-79.4% |
| Admin fee / account holder | $1,925 | $18,825-89.8% | $16,047-88.0% | $14,480-86.7% |