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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 | $119,161 | $162,136-26.5% | $152,301-21.8% | $154,746-23.0% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 18.71% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $961 | $4,890-80.3% | $4,624-79.2% | $4,379-78.1% |
| Participant deferral / active EE | $2,612 | $8,341-68.7% | $8,004-67.4% | $6,730-61.2% |
| Admin fee / account holder | $10,330 | $15,759-34.4% | $14,398-28.3% | $14,365-28.1% |