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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 | $35,741 | $155,555-77.0% | $146,866-75.7% | $155,188-77.0% |
| Participation rate | 54.5% | 84.0%-29.4pp | 82.5%-28.0pp | 80.8%-26.3pp |
| Annual return | 14.51% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,067 | $4,647-77.0% | $4,425-75.9% | $4,248-74.9% |
| Participant deferral / active EE | $1,514 | $8,044-81.2% | $7,759-80.5% | $6,531-76.8% |
| Admin fee / account holder | $2,594 | $14,755-82.4% | $13,620-81.0% | $14,480-82.1% |