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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 | $16,507 | $154,228-89.3% | $145,433-88.6% | $137,256-88.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 27.65% | 74.59%-46.9pp | 66.58%-38.9pp | 220.34%-192.7pp |
| Employer contribution / active EE | $1,303 | $4,804-72.9% | $4,554-71.4% | $4,156-68.6% |
| Participant deferral / active EE | $1,589 | $8,216-80.7% | $7,897-79.9% | $6,407-75.2% |
| Admin fee / account holder | $691 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |