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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 | $17,434 | $154,228-88.7% | $145,433-88.0% | $137,256-87.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.63% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,511 | $4,804-68.6% | $4,554-66.8% | $4,156-63.6% |
| Participant deferral / active EE | $2,006 | $8,216-75.6% | $7,897-74.6% | $6,407-68.7% |
| Admin fee / account holder | $1,355 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |