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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 | $56,279 | $162,136-65.3% | $152,301-63.0% | $154,746-63.6% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 18.84% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,878 | $4,890-61.6% | $4,624-59.4% | $4,379-57.1% |
| Participant deferral / active EE | $2,525 | $8,341-69.7% | $8,004-68.5% | $6,730-62.5% |
| Admin fee / account holder | $6,431 | $15,759-59.2% | $14,398-55.3% | $14,365-55.2% |