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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 | $156,398-63.3% | $147,318-61.0% | $138,895-58.7% |
| Participation rate | 41.7% | 83.8%-42.1pp | 82.1%-40.4pp | 79.9%-38.3pp |
| Annual return | 13.97% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.4pp |
| Employer contribution / active EE | $918 | $4,853-81.1% | $4,593-80.0% | $4,194-78.1% |
| Participant deferral / active EE | $1,124 | $8,237-86.4% | $7,906-85.8% | $6,396-82.4% |
| Admin fee / account holder | $449 | $14,976-97.0% | $13,708-96.7% | $12,562-96.4% |