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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 | $42,053 | $155,555-73.0% | $146,866-71.4% | $155,188-72.9% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 15.12% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $922 | $4,647-80.2% | $4,425-79.2% | $4,248-78.3% |
| Participant deferral / active EE | $1,042 | $8,044-87.0% | $7,759-86.6% | $6,531-84.0% |
| Admin fee / account holder | $1,248 | $14,755-91.5% | $13,620-90.8% | $14,480-91.4% |