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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 | $20,612 | $148,629-86.1% | $135,982-84.8% | $139,487-85.2% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 29.78% | 79.33%-49.5pp | 68.32%-38.5pp | 373.84%-344.1pp |
| Employer contribution / active EE | $1,098 | $5,247-79.1% | $4,859-77.4% | $4,755-76.9% |
| Participant deferral / active EE | $1,759 | $8,102-78.3% | $7,760-77.3% | $6,713-73.8% |
| Admin fee / account holder | $1,353 | $12,406-89.1% | $10,767-87.4% | $11,407-88.1% |