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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 | $42,038 | $154,228-72.7% | $145,433-71.1% | $137,256-69.4% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 16.38% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,390 | $4,804-71.1% | $4,554-69.5% | $4,156-66.6% |
| Participant deferral / active EE | $2,214 | $8,216-73.0% | $7,897-72.0% | $6,407-65.4% |
| Admin fee / account holder | $6,256 | $14,344-56.4% | $13,129-52.3% | $12,270-49.0% |