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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 | $41,593 | $154,228-73.0% | $145,433-71.4% | $137,256-69.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.81% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $876 | $4,804-81.8% | $4,554-80.8% | $4,156-78.9% |
| Participant deferral / active EE | $1,095 | $8,216-86.7% | $7,897-86.1% | $6,407-82.9% |
| Admin fee / account holder | $368 | $14,344-97.4% | $13,129-97.2% | $12,270-97.0% |