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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 | $28,768 | $162,136-82.3% | $152,301-81.1% | $154,746-81.4% |
| Participation rate | 46.7% | 84.1%-37.4pp | 82.4%-35.8pp | 80.7%-34.0pp |
| Annual return | 14.73% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,213 | $4,890-75.2% | $4,624-73.8% | $4,379-72.3% |
| Participant deferral / active EE | $2,668 | $8,341-68.0% | $8,004-66.7% | $6,730-60.4% |
| Admin fee / account holder | $1,383 | $15,759-91.2% | $14,398-90.4% | $14,365-90.4% |