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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 | $138,927 | $155,555-10.7% | $146,866-5.4% | $155,188-10.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 16.01% | 115.41%-99.4pp | 102.85%-86.8pp | 148.84%-132.8pp |
| Employer contribution / active EE | $1,318 | $4,647-71.6% | $4,425-70.2% | $4,248-69.0% |
| Participant deferral / active EE | $2,260 | $8,044-71.9% | $7,759-70.9% | $6,531-65.4% |
| Admin fee / account holder | $3,146 | $14,755-78.7% | $13,620-76.9% | $14,480-78.3% |