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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 | $25,506 | $212,386-88.0% | $199,883-87.2% | $138,895-81.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.8%-26.8pp | 79.9%-19.9pp |
| Annual return | 26.49% | 47.75%-21.3pp | 43.81%-17.3pp | 145.39%-118.9pp |
| Employer contribution / active EE | $1,892 | $6,625-71.4% | $6,261-69.8% | $4,194-54.9% |
| Participant deferral / active EE | $2,627 | $9,617-72.7% | $9,138-71.2% | $6,396-58.9% |
| Admin fee / account holder | $375 | $18,233-97.9% | $17,268-97.8% | $12,562-97.0% |