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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 | $24,493 | $185,312-86.8% | $161,489-84.8% | $154,746-84.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 24.71% | 103.84%-79.1pp | 89.72%-65.0pp | 172.34%-147.6pp |
| Employer contribution / active EE | $1,099 | $4,769-77.0% | $4,268-74.3% | $4,379-74.9% |
| Participant deferral / active EE | $1,814 | $6,350-71.4% | $5,630-67.8% | $6,730-73.1% |
| Admin fee / account holder | $8,229 | $18,654-55.9% | $16,006-48.6% | $14,365-42.7% |