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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 | $37,316 | $185,312-79.9% | $161,489-76.9% | $154,746-75.9% |
| Participation rate | 54.2% | 82.5%-28.3pp | 78.7%-24.5pp | 80.7%-26.5pp |
| Annual return | 13.35% | 103.84%-90.5pp | 89.72%-76.4pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,133 | $4,769-76.2% | $4,268-73.4% | $4,379-74.1% |
| Participant deferral / active EE | $1,694 | $6,350-73.3% | $5,630-69.9% | $6,730-74.8% |
| Admin fee / account holder | $896 | $18,654-95.2% | $16,006-94.4% | $14,365-93.8% |