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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 | $61,511 | $154,228-60.1% | $145,433-57.7% | $137,256-55.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 12.85% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $966 | $4,804-79.9% | $4,554-78.8% | $4,156-76.8% |
| Participant deferral / active EE | $978 | $8,216-88.1% | $7,897-87.6% | $6,407-84.7% |
| Admin fee / account holder | $34,808 | $14,344+142.7% | $13,129+165.1% | $12,270+183.7% |