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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 | $36,428 | $139,948-74.0% | $121,663-70.1% | $154,746-76.5% |
| Participation rate | 55.6% | 78.0%-22.5pp | 74.5%-18.9pp | 80.7%-25.1pp |
| Annual return | 13.68% | 230.52%-216.8pp | 147.54%-133.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,083 | $3,521-69.3% | $3,020-64.1% | $4,379-75.3% |
| Participant deferral / active EE | $1,353 | $5,629-76.0% | $4,887-72.3% | $6,730-79.9% |
| Admin fee / account holder | $2,942 | $17,321-83.0% | $14,289-79.4% | $14,365-79.5% |