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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 | $124,803 | $178,174-30.0% | $156,181-20.1% | $137,256-9.1% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.8%-22.6pp | 80.0%-23.7pp |
| Annual return | 11.62% | 84.19%-72.6pp | 64.87%-53.3pp | 220.34%-208.7pp |
| Employer contribution / active EE | $1,285 | $4,972-74.2% | $4,294-70.1% | $4,156-69.1% |
| Participant deferral / active EE | $1,462 | $6,888-78.8% | $6,132-76.2% | $6,407-77.2% |
| Admin fee / account holder | $2,053 | $17,404-88.2% | $14,586-85.9% | $12,270-83.3% |