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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 | $31,189 | $155,555-80.0% | $146,866-78.8% | $155,188-79.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 16.27% | 115.41%-99.1pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $1,491 | $4,647-67.9% | $4,425-66.3% | $4,248-64.9% |
| Participant deferral / active EE | $1,818 | $8,044-77.4% | $7,759-76.6% | $6,531-72.2% |
| Admin fee / account holder | $906 | $14,755-93.9% | $13,620-93.3% | $14,480-93.7% |