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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 | $139,858 | $162,136-13.7% | $152,301-8.2% | $154,746-9.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 46.73% | 91.02%-44.3pp | 80.50%-33.8pp | 172.34%-125.6pp |
| Employer contribution / active EE | $1,164 | $4,890-76.2% | $4,624-74.8% | $4,379-73.4% |
| Participant deferral / active EE | $1,289 | $8,341-84.5% | $8,004-83.9% | $6,730-80.8% |
| Admin fee / account holder | $4,818 | $15,759-69.4% | $14,398-66.5% | $14,365-66.5% |