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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 | $33,108 | $155,555-78.7% | $146,866-77.5% | $155,188-78.7% |
| Participation rate | 63.6% | 84.0%-20.3pp | 82.5%-18.9pp | 80.8%-17.2pp |
| Annual return | 31.80% | 115.41%-83.6pp | 102.85%-71.1pp | 148.84%-117.0pp |
| Employer contribution / active EE | $1,197 | $4,647-74.2% | $4,425-72.9% | $4,248-71.8% |
| Participant deferral / active EE | $2,020 | $8,044-74.9% | $7,759-74.0% | $6,531-69.1% |
| Admin fee / account holder | $2,624 | $14,755-82.2% | $13,620-80.7% | $14,480-81.9% |