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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 | $43,791 | $162,136-73.0% | $152,301-71.2% | $154,746-71.7% |
| Participation rate | 54.5% | 84.1%-29.6pp | 82.4%-27.9pp | 80.7%-26.2pp |
| Annual return | 17.23% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,339 | $4,890-72.6% | $4,624-71.0% | $4,379-69.4% |
| Participant deferral / active EE | $1,889 | $8,341-77.4% | $8,004-76.4% | $6,730-71.9% |
| Admin fee / account holder | $8,259 | $15,759-47.6% | $14,398-42.6% | $14,365-42.5% |