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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 | $49,866 | $154,228-67.7% | $145,433-65.7% | $137,256-63.7% |
| Participation rate | 52.6% | 83.8%-31.2pp | 82.1%-29.5pp | 80.0%-27.3pp |
| Annual return | 12.80% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,068 | $4,804-77.8% | $4,554-76.6% | $4,156-74.3% |
| Participant deferral / active EE | $2,135 | $8,216-74.0% | $7,897-73.0% | $6,407-66.7% |
| Admin fee / account holder | $1,332 | $14,344-90.7% | $13,129-89.9% | $12,270-89.1% |