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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 | $43,628 | $162,136-73.1% | $152,301-71.4% | $154,746-71.8% |
| Participation rate | 18.2% | 84.1%-65.9pp | 82.4%-64.3pp | 80.7%-62.5pp |
| Annual return | 17.31% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $1,046 | $4,890-78.6% | $4,624-77.4% | $4,379-76.1% |
| Participant deferral / active EE | $2,619 | $8,341-68.6% | $8,004-67.3% | $6,730-61.1% |
| Admin fee / account holder | $2,153 | $15,759-86.3% | $14,398-85.0% | $14,365-85.0% |