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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 | $80,697 | $156,398-48.4% | $147,318-45.2% | $138,895-41.9% |
| Participation rate | 35.0% | 83.8%-48.8pp | 82.1%-47.1pp | 79.9%-44.9pp |
| Annual return | 17.68% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,019 | $4,853-79.0% | $4,593-77.8% | $4,194-75.7% |
| Participant deferral / active EE | $1,659 | $8,237-79.9% | $7,906-79.0% | $6,396-74.1% |
| Admin fee / account holder | $775 | $14,976-94.8% | $13,708-94.3% | $12,562-93.8% |