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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 | $53,529 | $155,555-65.6% | $146,866-63.6% | $155,188-65.5% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.5%-46.1pp | 80.8%-44.4pp |
| Annual return | 18.63% | 115.41%-96.8pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $805 | $4,647-82.7% | $4,425-81.8% | $4,248-81.0% |
| Participant deferral / active EE | $2,434 | $8,044-69.7% | $7,759-68.6% | $6,531-62.7% |
| Admin fee / account holder | $509 | $14,755-96.5% | $13,620-96.3% | $14,480-96.5% |