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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 | $41,150 | $162,136-74.6% | $152,301-73.0% | $154,746-73.4% |
| Participation rate | 45.8% | 84.1%-38.3pp | 82.4%-36.6pp | 80.7%-34.9pp |
| Annual return | 16.86% | 91.02%-74.2pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $955 | $4,890-80.5% | $4,624-79.3% | $4,379-78.2% |
| Participant deferral / active EE | $1,281 | $8,341-84.6% | $8,004-84.0% | $6,730-81.0% |
| Admin fee / account holder | $4,395 | $15,759-72.1% | $14,398-69.5% | $14,365-69.4% |