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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 | $16,044 | $154,228-89.6% | $145,433-89.0% | $137,256-88.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 52.92% | 74.59%-21.7pp | 66.58%-13.7pp | 220.34%-167.4pp |
| Employer contribution / active EE | $1,318 | $4,804-72.6% | $4,554-71.1% | $4,156-68.3% |
| Participant deferral / active EE | $2,134 | $8,216-74.0% | $7,897-73.0% | $6,407-66.7% |
| Admin fee / account holder | $2,326 | $14,344-83.8% | $13,129-82.3% | $12,270-81.0% |