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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 | $67,414 | $227,291-70.3% | $214,702-68.6% | $155,188-56.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 87.5%-20.8pp | 80.8%-14.1pp |
| Annual return | 14.04% | 60.08%-46.0pp | 54.55%-40.5pp | 148.84%-134.8pp |
| Employer contribution / active EE | $1,550 | $6,772-77.1% | $6,461-76.0% | $4,248-63.5% |
| Participant deferral / active EE | $1,553 | $9,582-83.8% | $9,147-83.0% | $6,531-76.2% |
| Admin fee / account holder | $1,001 | $20,413-95.1% | $19,830-95.0% | $14,480-93.1% |