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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 | $45,377 | $156,398-71.0% | $147,318-69.2% | $138,895-67.3% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 79.9%-51.3pp |
| Annual return | 15.22% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,096 | $4,853-77.4% | $4,593-76.1% | $4,194-73.9% |
| Participant deferral / active EE | $1,841 | $8,237-77.7% | $7,906-76.7% | $6,396-71.2% |
| Admin fee / account holder | $1,570 | $14,976-89.5% | $13,708-88.5% | $12,562-87.5% |