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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 | $154,228-62.8% | $145,433-60.5% | $137,256-58.2% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.5pp | 80.0%-38.3pp |
| Annual return | 13.97% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $918 | $4,804-80.9% | $4,554-79.8% | $4,156-77.9% |
| Participant deferral / active EE | $1,124 | $8,216-86.3% | $7,897-85.8% | $6,407-82.5% |
| Admin fee / account holder | $449 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |