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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 | $57,421 | $155,555-63.1% | $146,866-60.9% | $155,188-63.0% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.5%-40.8pp | 80.8%-39.1pp |
| Annual return | 13.97% | 115.41%-101.4pp | 102.85%-88.9pp | 148.84%-134.9pp |
| Employer contribution / active EE | $918 | $4,647-80.2% | $4,425-79.2% | $4,248-78.4% |
| Participant deferral / active EE | $1,124 | $8,044-86.0% | $7,759-85.5% | $6,531-82.8% |
| Admin fee / account holder | $449 | $14,755-97.0% | $13,620-96.7% | $14,480-96.9% |