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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 | $35,769 | $135,956-73.7% | $123,894-71.1% | $273,972-86.9% |
| Participation rate | 57.9% | 84.1%-26.2pp | 81.4%-23.5pp | 83.0%-25.1pp |
| Annual return | 8.72% | 56.63%-47.9pp | 47.52%-38.8pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,385 | $5,170-73.2% | $4,617-70.0% | $4,869-71.5% |
| Participant deferral / active EE | $1,906 | $6,343-69.9% | $5,984-68.1% | $5,287-63.9% |
| Admin fee / account holder | $1,044 | $9,817-89.4% | $8,357-87.5% | $10,133-89.7% |