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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 | $37,818 | $162,136-76.7% | $152,301-75.2% | $154,746-75.6% |
| Participation rate | 40.9% | 84.1%-43.2pp | 82.4%-41.5pp | 80.7%-39.8pp |
| Annual return | 17.82% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,157 | $4,890-76.3% | $4,624-75.0% | $4,379-73.6% |
| Participant deferral / active EE | $1,531 | $8,341-81.6% | $8,004-80.9% | $6,730-77.3% |
| Admin fee / account holder | $312 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |