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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 | $19,408 | $185,312-89.5% | $161,489-88.0% | $154,746-87.5% |
| Participation rate | 59.1% | 82.5%-23.4pp | 78.7%-19.6pp | 80.7%-21.6pp |
| Annual return | 17.83% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,263 | $4,769-73.5% | $4,268-70.4% | $4,379-71.1% |
| Participant deferral / active EE | $1,647 | $6,350-74.1% | $5,630-70.7% | $6,730-75.5% |
| Admin fee / account holder | $865 | $18,654-95.4% | $16,006-94.6% | $14,365-94.0% |