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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 | $181,062-84.6% | $158,223-82.4% | $155,188-82.0% |
| Participation rate | 36.4% | 82.7%-46.3pp | 79.2%-42.8pp | 80.8%-44.4pp |
| Annual return | 15.14% | 57.39%-42.2pp | 52.09%-36.9pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,244 | $4,565-72.7% | $4,109-69.7% | $4,248-70.7% |
| Participant deferral / active EE | $1,799 | $6,134-70.7% | $5,467-67.1% | $6,531-72.5% |
| Admin fee / account holder | $2,078 | $18,825-89.0% | $16,047-87.1% | $14,480-85.7% |