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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 | $49,830 | $154,228-67.7% | $145,433-65.7% | $137,256-63.7% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 13.89% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,277 | $4,804-73.4% | $4,554-72.0% | $4,156-69.3% |
| Participant deferral / active EE | $2,188 | $8,216-73.4% | $7,897-72.3% | $6,407-65.9% |
| Admin fee / account holder | $8,741 | $14,344-39.1% | $13,129-33.4% | $12,270-28.8% |