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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 | $155,555-76.1% | $146,866-74.7% | $155,188-76.1% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.5%-53.9pp | 80.8%-52.2pp |
| Annual return | 14.27% | 115.41%-101.1pp | 102.85%-88.6pp | 148.84%-134.6pp |
| Employer contribution / active EE | $963 | $4,647-79.3% | $4,425-78.2% | $4,248-77.3% |
| Participant deferral / active EE | $1,763 | $8,044-78.1% | $7,759-77.3% | $6,531-73.0% |
| Admin fee / account holder | $1,399 | $14,755-90.5% | $13,620-89.7% | $14,480-90.3% |