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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 | $34,421 | $165,381-79.2% | $149,730-77.0% | $158,966-78.3% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 14.19% | 348.29%-334.1pp | 276.70%-262.5pp | 302.95%-288.8pp |
| Employer contribution / active EE | $1,435 | $5,104-71.9% | $4,645-69.1% | $4,762-69.9% |
| Participant deferral / active EE | $2,045 | $7,182-71.5% | $6,843-70.1% | $5,983-65.8% |
| Admin fee / account holder | $2,363 | $10,809-78.1% | $9,310-74.6% | $11,250-79.0% |