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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 | $102,328 | $154,228-33.7% | $145,433-29.6% | $137,256-25.4% |
| Participation rate | 14.3% | 83.8%-69.5pp | 82.1%-67.8pp | 80.0%-65.7pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,229 | $4,804-74.4% | $4,554-73.0% | $4,156-70.4% |
| Participant deferral / active EE | $944 | $8,216-88.5% | $7,897-88.0% | $6,407-85.3% |
| Admin fee / account holder | $20,326 | $14,344+41.7% | $13,129+54.8% | $12,270+65.7% |