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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 | $52,575 | $154,228-65.9% | $145,433-63.8% | $137,256-61.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 12.84% | 74.59%-61.8pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,014 | $4,804-78.9% | $4,554-77.7% | $4,156-75.6% |
| Participant deferral / active EE | $1,273 | $8,216-84.5% | $7,897-83.9% | $6,407-80.1% |
| Admin fee / account holder | $802 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |