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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 | $21,793 | $183,592-88.1% | $155,574-86.0% | $145,877-85.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 10.27% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $1,431 | $5,317-73.1% | $4,676-69.4% | $4,663-69.3% |
| Participant deferral / active EE | $928 | $6,466-85.7% | $5,629-83.5% | $6,691-86.1% |
| Admin fee / account holder | $3,851 | $19,316-80.1% | $15,914-75.8% | $13,402-71.3% |