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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 | $64,544 | $275,752-76.6% | $256,809-74.9% | $198,609-67.5% |
| Participation rate | 64.3% | 89.2%-24.9pp | 88.5%-24.2pp | 82.4%-18.1pp |
| Annual return | 20.98% | 34.81%-13.8pp | 32.73%-11.7pp | 202.70%-181.7pp |
| Employer contribution / active EE | $2,609 | $7,721-66.2% | $7,263-64.1% | $5,055-48.4% |
| Participant deferral / active EE | $3,564 | $10,037-64.5% | $9,520-62.6% | $6,977-48.9% |
| Admin fee / account holder | $9,452 | $25,716-63.2% | $25,146-62.4% | $19,030-50.3% |