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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 | $26,576 | $154,228-82.8% | $145,433-81.7% | $137,256-80.6% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 80.0%-20.9pp |
| Annual return | 19.72% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,019 | $4,804-78.8% | $4,554-77.6% | $4,156-75.5% |
| Participant deferral / active EE | $2,357 | $8,216-71.3% | $7,897-70.2% | $6,407-63.2% |
| Admin fee / account holder | $1,797 | $14,344-87.5% | $13,129-86.3% | $12,270-85.4% |