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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 | $154,228-75.9% | $145,433-74.4% | $137,256-72.9% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 14.27% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $963 | $4,804-80.0% | $4,554-78.9% | $4,156-76.8% |
| Participant deferral / active EE | $1,763 | $8,216-78.5% | $7,897-77.7% | $6,407-72.5% |
| Admin fee / account holder | $1,399 | $14,344-90.2% | $13,129-89.3% | $12,270-88.6% |