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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 | $42,713 | $209,336-79.6% | $197,124-78.3% | $137,256-68.9% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 15.29% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,876 | $6,591-71.5% | $6,227-69.9% | $4,156-54.9% |
| Participant deferral / active EE | $1,942 | $9,614-79.8% | $9,135-78.7% | $6,407-69.7% |
| Admin fee / account holder | $1,388 | $17,308-92.0% | $16,298-91.5% | $12,270-88.7% |