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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 | $50,757 | $162,136-68.7% | $152,301-66.7% | $154,746-67.2% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 19.61% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,060 | $4,890-78.3% | $4,624-77.1% | $4,379-75.8% |
| Participant deferral / active EE | $1,064 | $8,341-87.2% | $8,004-86.7% | $6,730-84.2% |
| Admin fee / account holder | $407 | $15,759-97.4% | $14,398-97.2% | $14,365-97.2% |