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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 | $20,369 | $183,516-88.9% | $155,534-86.9% | $145,884-86.0% |
| Participation rate | 64.7% | 82.7%-18.0pp | 78.2%-13.5pp | 80.3%-15.6pp |
| Annual return | 34.00% | 61.43%-27.4pp | 64.92%-30.9pp | 551.85%-517.8pp |
| Employer contribution / active EE | $1,063 | $5,315-80.0% | $4,675-77.3% | $4,662-77.2% |
| Participant deferral / active EE | $1,436 | $6,467-77.8% | $5,630-74.5% | $6,690-78.5% |
| Admin fee / account holder | $2,072 | $19,293-89.3% | $15,900-87.0% | $13,392-84.5% |