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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 | $37,163 | $162,136-77.1% | $152,301-75.6% | $154,746-76.0% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 14.27% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.1pp |
| Employer contribution / active EE | $963 | $4,890-80.3% | $4,624-79.2% | $4,379-78.0% |
| Participant deferral / active EE | $1,763 | $8,341-78.9% | $8,004-78.0% | $6,730-73.8% |
| Admin fee / account holder | $1,399 | $15,759-91.1% | $14,398-90.3% | $14,365-90.3% |