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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 | $22,094 | $178,174-87.6% | $156,181-85.9% | $137,256-83.9% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 22.21% | 84.19%-62.0pp | 64.87%-42.7pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,712 | $4,972-65.6% | $4,294-60.1% | $4,156-58.8% |
| Participant deferral / active EE | $1,757 | $6,888-74.5% | $6,132-71.4% | $6,407-72.6% |
| Admin fee / account holder | $1,544 | $17,404-91.1% | $14,586-89.4% | $12,270-87.4% |