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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 | $25,949 | $209,336-87.6% | $197,124-86.8% | $137,256-81.1% |
| Participation rate | 33.3% | 87.3%-54.0pp | 86.7%-53.4pp | 80.0%-46.6pp |
| Annual return | 23.17% | 48.09%-24.9pp | 44.34%-21.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $2,000 | $6,591-69.6% | $6,227-67.9% | $4,156-51.9% |
| Participant deferral / active EE | $2,176 | $9,614-77.4% | $9,135-76.2% | $6,407-66.0% |
| Admin fee / account holder | $4,333 | $17,308-75.0% | $16,298-73.4% | $12,270-64.7% |