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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 | $28,741 | $162,136-82.3% | $152,301-81.1% | $154,746-81.4% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 16.13% | 91.02%-74.9pp | 80.50%-64.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,246 | $4,890-74.5% | $4,624-73.1% | $4,379-71.5% |
| Participant deferral / active EE | $1,913 | $8,341-77.1% | $8,004-76.1% | $6,730-71.6% |
| Admin fee / account holder | $3,716 | $15,759-76.4% | $14,398-74.2% | $14,365-74.1% |