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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 | $34,200 | $185,312-81.5% | $161,489-78.8% | $154,746-77.9% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 21.09% | 103.84%-82.8pp | 89.72%-68.6pp | 172.34%-151.3pp |
| Employer contribution / active EE | $1,037 | $4,769-78.3% | $4,268-75.7% | $4,379-76.3% |
| Participant deferral / active EE | $1,842 | $6,350-71.0% | $5,630-67.3% | $6,730-72.6% |
| Admin fee / account holder | $2,581 | $18,654-86.2% | $16,006-83.9% | $14,365-82.0% |