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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 | $56,691 | $154,228-63.2% | $145,433-61.0% | $137,256-58.7% |
| Participation rate | 43.8% | 83.8%-40.0pp | 82.1%-38.4pp | 80.0%-36.2pp |
| Annual return | 17.43% | 74.59%-57.2pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,291 | $4,804-73.1% | $4,554-71.7% | $4,156-68.9% |
| Participant deferral / active EE | $2,240 | $8,216-72.7% | $7,897-71.6% | $6,407-65.0% |
| Admin fee / account holder | $1,195 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |