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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 | $109,227 | $185,312-41.1% | $161,489-32.4% | $154,746-29.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 12.30% | 103.84%-91.5pp | 89.72%-77.4pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,303 | $4,769-72.7% | $4,268-69.5% | $4,379-70.3% |
| Participant deferral / active EE | $1,399 | $6,350-78.0% | $5,630-75.2% | $6,730-79.2% |
| Admin fee / account holder | $1,830 | $18,654-90.2% | $16,006-88.6% | $14,365-87.3% |