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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 | $27,059 | $135,956-80.1% | $123,894-78.2% | $273,972-90.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 5.74% | 56.63%-50.9pp | 47.52%-41.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,524 | $5,170-70.5% | $4,617-67.0% | $4,869-68.7% |
| Participant deferral / active EE | $1,793 | $6,343-71.7% | $5,984-70.0% | $5,287-66.1% |
| Admin fee / account holder | $501 | $9,817-94.9% | $8,357-94.0% | $10,133-95.1% |