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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 | $27,875 | $185,312-85.0% | $161,489-82.7% | $154,746-82.0% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.7%-42.3pp | 80.7%-44.3pp |
| Annual return | 15.14% | 103.84%-88.7pp | 89.72%-74.6pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,244 | $4,769-73.9% | $4,268-70.9% | $4,379-71.6% |
| Participant deferral / active EE | $1,799 | $6,350-71.7% | $5,630-68.0% | $6,730-73.3% |
| Admin fee / account holder | $2,078 | $18,654-88.9% | $16,006-87.0% | $14,365-85.5% |