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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 | $42,399 | $154,228-72.5% | $145,433-70.8% | $137,256-69.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 14.41% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,161 | $4,804-75.8% | $4,554-74.5% | $4,156-72.1% |
| Participant deferral / active EE | $1,161 | $8,216-85.9% | $7,897-85.3% | $6,407-81.9% |
| Admin fee / account holder | $2,776 | $14,344-80.6% | $13,129-78.9% | $12,270-77.4% |