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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 | $39,600 | $165,399-76.1% | $149,745-73.6% | $158,982-75.1% |
| Participation rate | 56.5% | 84.6%-28.1pp | 82.5%-26.0pp | 82.0%-25.4pp |
| Annual return | 15.96% | 348.34%-332.4pp | 276.72%-260.8pp | 302.99%-287.0pp |
| Employer contribution / active EE | $1,435 | $5,105-71.9% | $4,646-69.1% | $4,763-69.9% |
| Participant deferral / active EE | $2,202 | $7,183-69.3% | $6,843-67.8% | $5,983-63.2% |
| Admin fee / account holder | $738 | $10,811-93.2% | $9,312-92.1% | $11,252-93.4% |