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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 | $36,012 | $185,312-80.6% | $161,489-77.7% | $154,746-76.7% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 15.28% | 103.84%-88.6pp | 89.72%-74.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,269 | $4,769-73.4% | $4,268-70.3% | $4,379-71.0% |
| Participant deferral / active EE | $1,934 | $6,350-69.5% | $5,630-65.7% | $6,730-71.3% |
| Admin fee / account holder | $563 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |