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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 | $162,136-14.3% | $152,301-8.8% | $154,746-10.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 16.01% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $1,318 | $4,890-73.0% | $4,624-71.5% | $4,379-69.9% |
| Participant deferral / active EE | $2,260 | $8,341-72.9% | $8,004-71.8% | $6,730-66.4% |
| Admin fee / account holder | $3,146 | $15,759-80.0% | $14,398-78.2% | $14,365-78.1% |