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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 | $15,759 | $172,111-90.8% | $150,298-89.5% | $137,256-88.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 19.75% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,171 | $4,636-74.7% | $4,154-71.8% | $4,156-71.8% |
| Participant deferral / active EE | $1,525 | $6,166-75.3% | $5,453-72.0% | $6,407-76.2% |
| Admin fee / account holder | $847 | $16,471-94.9% | $14,116-94.0% | $12,270-93.1% |