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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 | $52,346 | $162,136-67.7% | $152,301-65.6% | $154,746-66.2% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 19.25% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $1,181 | $4,890-75.9% | $4,624-74.5% | $4,379-73.0% |
| Participant deferral / active EE | $2,398 | $8,341-71.2% | $8,004-70.0% | $6,730-64.4% |
| Admin fee / account holder | $648 | $15,759-95.9% | $14,398-95.5% | $14,365-95.5% |