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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 | $75,592 | $154,228-51.0% | $145,433-48.0% | $137,256-44.9% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 14.44% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $877 | $4,804-81.8% | $4,554-80.8% | $4,156-78.9% |
| Participant deferral / active EE | $1,093 | $8,216-86.7% | $7,897-86.2% | $6,407-82.9% |
| Admin fee / account holder | $1,350 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |